Systematic Financial Management’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 | $3.87M | Sell |
25,206
-85
| -0.3% | -$13K | 0.1% | 161 |
|
|
2025
Q1 | $3.51M | Sell |
25,291
-2,270
| -8% | -$315K | 0.1% | 161 |
|
|
2024
Q4 | $4.28M | Sell |
27,561
-180
| -0.6% | -$28K | 0.11% | 157 |
|
|
2024
Q3 | $3.4M | Sell |
27,741
-515
| -2% | -$63.1K | 0.09% | 163 |
|
|
2024
Q2 | $3.49M | Sell |
28,256
-130
| -0.5% | -$16.1K | 0.11% | 159 |
|
|
2024
Q1 | $3.65M | Buy |
28,386
+8,460
| +42% | +$1.09M | 0.1% | 162 |
|
|
2023
Q4 | $2.22M | Buy |
19,926
+775
| +4% | +$86.4K | 0.07% | 164 |
|
|
2023
Q3 | $1.92M | Sell |
19,151
-1,410
| -7% | -$142K | 0.06% | 163 |
|
|
2023
Q2 | $2.13M | Sell |
20,561
-45
| -0.2% | -$4.67K | 0.07% | 159 |
|
|
2023
Q1 | $1.92M | Buy |
20,606
+185
| +0.9% | +$17.3K | 0.06% | 159 |
|
|
2022
Q4 | $2.18M | Buy |
20,421
+3,150
| +18% | +$337K | 0.07% | 158 |
|
|
2022
Q3 | $1.71M | Sell |
17,271
-1,380
| -7% | -$136K | 0.06% | 154 |
|
|
2022
Q2 | $1.67M | Buy |
18,651
+3,150
| +20% | +$282K | 0.06% | 161 |
|
|
2022
Q1 | $1.7M | Buy |
15,501
+5,510
| +55% | +$606K | 0.05% | 160 |
|
|
2021
Q4 | $1M | Buy |
9,991
+1,150
| +13% | +$115K | 0.03% | 163 |
|
|
2021
Q3 | $816K | Sell |
8,841
-47
| -0.5% | -$4.34K | 0.03% | 168 |
|
|
2021
Q2 | $770K | Hold |
8,888
| – | – | 0.02% | 172 |
|
|
2021
Q1 | $726K | Buy |
8,888
+60
| +0.7% | +$4.9K | 0.03% | 168 |
|
|
2020
Q4 | $563K | Buy |
8,828
+1,193
| +16% | +$76.1K | 0.02% | 178 |
|
|
2020
Q3 | $370K | Buy |
7,635
+2,737
| +56% | +$133K | 0.02% | 184 |
|
|
2020
Q2 | $225K | Sell |
4,898
-3,750
| -43% | -$172K | 0.01% | 451 |
|
|
2020
Q1 | $364K | Sell |
8,648
-3,450
| -29% | -$145K | 0.02% | 249 |
|
|
2019
Q4 | $721K | Buy |
12,098
+293
| +2% | +$17.5K | 0.03% | 191 |
|
|
2019
Q3 | $649K | Buy |
11,805
+2,805
| +31% | +$154K | 0.03% | 179 |
|
|
2019
Q2 | $507K | Hold |
9,000
| – | – | 0.02% | 527 |
|
|
2019
Q1 | $482K | Buy |
9,000
+3,450
| +62% | +$185K | 0.02% | 564 |
|
|
2018
Q4 | $275K | Sell |
5,550
-750
| -12% | -$37.2K | 0.01% | 601 |
|
|
2018
Q3 | $387K | Sell |
6,300
-150
| -2% | -$9.21K | 0.01% | 619 |
|
|
2018
Q2 | $384K | Hold |
6,450
| – | – | 0.01% | 603 |
|
|
2018
Q1 | $384K | Buy |
6,450
+1,800
| +39% | +$107K | 0.01% | 596 |
|
|
2017
Q4 | $277K | Hold |
4,650
| – | – | 0.01% | 614 |
|
|
2017
Q3 | $261K | Hold |
4,650
| – | – | 0.01% | 615 |
|
|
2017
Q2 | $249K | Buy |
4,650
+2,700
| +138% | +$145K | ﹤0.01% | 621 |
|
|
2017
Q1 | $99K | Sell |
1,950
-5,046
| -72% | -$256K | ﹤0.01% | 625 |
|
|
2016
Q4 | $323K | Sell |
6,996
-234
| -3% | -$10.8K | 0.01% | 606 |
|
|
2016
Q3 | $281K | Buy |
7,230
+28
| +0.4% | +$1.09K | ﹤0.01% | 581 |
|
|
2016
Q2 | $236K | Buy |
7,202
+2,151
| +43% | +$70.5K | ﹤0.01% | 573 |
|
|
2016
Q1 | $160K | Sell |
5,051
-202,164
| -98% | -$6.4M | ﹤0.01% | 568 |
|
|
2015
Q4 | $8.01M | Sell |
207,215
-60,166
| -23% | -$2.33M | 0.09% | 224 |
|
|
2015
Q3 | $8.85M | Sell |
267,381
-2,618,825
| -91% | -$86.6M | 0.09% | 230 |
|
|
2015
Q2 | $115M | Sell |
2,886,206
-1,487,139
| -34% | -$59.1M | 0.98% | 17 |
|
|
2015
Q1 | $166M | Sell |
4,373,345
-1,521,130
| -26% | -$57.6M | 1.31% | 5 |
|
|
2014
Q4 | $225M | Sell |
5,894,475
-335,666
| -5% | -$12.8M | 1.66% | 3 |
|
|
2014
Q3 | $223M | Sell |
6,230,141
-217,810
| -3% | -$7.78M | 1.62% | 2 |
|
|
2014
Q2 | $218M | Sell |
6,447,951
-156,581
| -2% | -$5.3M | 1.49% | 6 |
|
|
2014
Q1 | $246M | Buy |
6,604,532
+5,722,863
| +649% | +$213M | 1.69% | 2 |
|
|
2013
Q4 | $30.7M | Buy |
881,669
+576,872
| +189% | +$20.1M | 0.22% | 120 |
|
|
2013
Q3 | $8.47M | Buy |
304,797
+2,256
| +0.7% | +$62.7K | 0.07% | 271 |
|
|
2013
Q2 | $8.67M | Buy |
+302,541
| New | +$8.67M | 0.07% | 242 |
|