Steph & Co’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 | $171K | Sell |
1,114
-327
| -23% | -$50.2K | 0.06% | 105 |
|
|
2025
Q1 | $200K | Sell |
1,441
-108
| -7% | -$15K | 0.07% | 110 |
|
|
2024
Q4 | $241K | Sell |
1,549
-105
| -6% | -$16.3K | 0.08% | 98 |
|
|
2024
Q3 | $203K | Sell |
1,654
-59
| -3% | -$7.23K | 0.06% | 117 |
|
|
2024
Q2 | $212K | Sell |
1,713
-183
| -10% | -$22.6K | 0.07% | 107 |
|
|
2024
Q1 | $243K | Buy |
1,896
+829
| +78% | +$106K | 0.08% | 105 |
|
|
2023
Q4 | $119K | Buy |
1,067
+91
| +9% | +$10.1K | 0.06% | 130 |
|
|
2023
Q3 | $98K | Buy |
976
+769
| +371% | +$77.2K | 0.05% | 149 |
|
|
2023
Q2 | $21.5K | Hold |
207
| – | – | 0.01% | 195 |
|
|
2023
Q1 | $19.3K | Hold |
207
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $22K | Sell |
207
-47
| -19% | -$5K | 0.01% | 185 |
|
|
2022
Q3 | $25K | Hold |
254
| – | – | 0.02% | 172 |
|
|
2022
Q2 | $23K | Buy |
254
+25
| +11% | +$2.26K | 0.01% | 173 |
|
|
2022
Q1 | $25K | Sell |
229
-48
| -17% | -$5.24K | 0.01% | 227 |
|
|
2021
Q4 | $28K | Sell |
277
-1
| -0.4% | -$101 | 0.02% | 246 |
|
|
2021
Q3 | $26K | Hold |
278
| – | – | 0.02% | 212 |
|
|
2021
Q2 | $24K | Hold |
278
| – | – | 0.02% | 189 |
|
|
2021
Q1 | $23K | Sell |
278
-18
| -6% | -$1.49K | 0.02% | 186 |
|
|
2020
Q4 | $19K | Hold |
296
| – | – | 0.01% | 196 |
|
|
2020
Q3 | $14K | Hold |
296
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $14K | Sell |
296
-30
| -9% | -$1.42K | 0.01% | 195 |
|
|
2020
Q1 | $14K | Hold |
326
| – | – | 0.02% | 195 |
|
|
2019
Q4 | $19K | Buy |
+326
| New | +$19K | 0.02% | 202 |
|