SDAM
Shulman DeMeo Asset Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
3,126
-13
| -0.4% | -$1.99K | 0.12% | 63 |
|
|
2025
Q1 | $436K | Sell |
3,139
-8
| -0.3% | -$1.11K | 0.12% | 66 |
|
|
2024
Q4 | $489K | Sell |
3,147
-788
| -20% | -$122K | 0.13% | 63 |
|
|
2024
Q3 | $482K | Sell |
3,935
-31
| -0.8% | -$3.8K | 0.12% | 73 |
|
|
2024
Q2 | $490K | Buy |
3,966
+56
| +1% | +$6.92K | 0.13% | 63 |
|
|
2024
Q1 | $502K | Sell |
3,910
-12
| -0.3% | -$1.54K | 0.13% | 66 |
|
|
2023
Q4 | $437K | Buy |
3,922
+75
| +2% | +$8.36K | 0.12% | 74 |
|
|
2023
Q3 | $386K | Sell |
3,847
-118
| -3% | -$11.8K | 0.13% | 74 |
|
|
2023
Q2 | $411K | Buy |
3,965
+33
| +0.8% | +$3.42K | 0.12% | 76 |
|
|
2023
Q1 | $367K | Sell |
3,932
-5
| -0.1% | -$466 | 0.12% | 84 |
|
|
2022
Q4 | $421K | Sell |
3,937
-14
| -0.4% | -$1.5K | 0.14% | 76 |
|
|
2022
Q3 | $390K | Sell |
3,951
-63
| -2% | -$6.22K | 0.14% | 74 |
|
|
2022
Q2 | $359K | Buy |
4,014
+2
| +0% | +$179 | 0.12% | 89 |
|
|
2022
Q1 | $441K | Buy |
4,012
+200
| +5% | +$22K | 0.12% | 83 |
|
|
2021
Q4 | $383K | Sell |
3,812
-187
| -5% | -$18.8K | 0.1% | 99 |
|
|
2021
Q3 | $369K | Buy |
+3,999
| New | +$369K | 0.32% | 51 |
|