Summit Securities Group’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 | $18.7K | Sell |
122
-339
| -74% | -$52K | ﹤0.01% | 616 |
|
|
2025
Q1 | $64K | Buy |
461
+460
| +46,000% | +$63.9K | 0.01% | 177 |
|
|
2024
Q4 | $155 | Hold |
1
| – | – | ﹤0.01% | 447 |
|
|
2024
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 698 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | – | – | 623 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 645 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$26K | – | 776 |
|
|
2023
Q2 | $26K | Sell |
250
-132
| -35% | -$13.7K | ﹤0.01% | 442 |
|
|
2023
Q1 | $36K | Buy |
382
+187
| +96% | +$17.6K | ﹤0.01% | 370 |
|
|
2022
Q4 | $21K | Buy |
+195
| New | +$21K | ﹤0.01% | 670 |
|
|
2022
Q3 | – | Sell |
-406
| Closed | -$36K | – | 894 |
|
|
2022
Q2 | $36K | Buy |
406
+330
| +434% | +$29.3K | ﹤0.01% | 456 |
|
|
2022
Q1 | $8K | Buy |
+76
| New | +$8K | ﹤0.01% | 645 |
|