Sowell Financial Services’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $552K | Sell |
3,600
-1,107
| -24% | -$170K | 0.02% | 586 |
|
2025
Q1 | $654K | Buy |
+4,707
| New | +$654K | 0.03% | 521 |
|
2021
Q2 | – | Sell |
-56
| Closed | -$5K | – | 2249 |
|
2021
Q1 | $5K | Sell |
56
-240
| -81% | -$21.4K | ﹤0.01% | 2616 |
|
2020
Q4 | $19K | Buy |
296
+258
| +679% | +$16.6K | ﹤0.01% | 1770 |
|
2020
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 2261 |
|
2020
Q2 | $2K | Sell |
38
-73
| -66% | -$3.84K | ﹤0.01% | 2197 |
|
2020
Q1 | $5K | Sell |
111
-179
| -62% | -$8.06K | ﹤0.01% | 1831 |
|
2019
Q4 | $17K | Sell |
290
-21
| -7% | -$1.23K | ﹤0.01% | 1498 |
|
2019
Q3 | $17K | Buy |
+311
| New | +$17K | ﹤0.01% | 1348 |
|
2018
Q2 | – | Sell |
-7,937
| Closed | -$468K | – | 308 |
|
2018
Q1 | $468K | Sell |
7,937
-4,792
| -38% | -$283K | 0.12% | 160 |
|
2017
Q4 | $810K | Buy |
+12,729
| New | +$810K | 0.2% | 114 |
|