TD Private Client Wealth’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 | $51.7K | Buy |
337
+108
| +47% | +$16.6K | ﹤0.01% | 837 |
|
|
2025
Q1 | $31.8K | Buy |
229
+59
| +35% | +$8.2K | ﹤0.01% | 876 |
|
|
2024
Q4 | $26.4K | Sell |
170
-16
| -9% | -$2.49K | ﹤0.01% | 938 |
|
|
2024
Q3 | $22.8K | Sell |
186
-125
| -40% | -$15.3K | ﹤0.01% | 953 |
|
|
2024
Q2 | $38.4K | Sell |
311
-5,597
| -95% | -$692K | ﹤0.01% | 857 |
|
|
2024
Q1 | $759K | Sell |
5,908
-1,117
| -16% | -$143K | 0.02% | 388 |
|
|
2023
Q4 | $783K | Sell |
7,025
-2
| -0% | -$223 | 0.03% | 365 |
|
|
2023
Q3 | $706K | Buy |
7,027
+116
| +2% | +$11.7K | 0.03% | 363 |
|
|
2023
Q2 | $717K | Buy |
6,911
+1,296
| +23% | +$134K | 0.03% | 392 |
|
|
2023
Q1 | $524K | Buy |
5,615
+1,125
| +25% | +$105K | 0.02% | 422 |
|
|
2022
Q4 | $480K | Sell |
4,490
-917
| -17% | -$98K | 0.02% | 428 |
|
|
2022
Q3 | $534K | Sell |
5,407
-15
| -0.3% | -$1.48K | 0.03% | 396 |
|
|
2022
Q2 | $485K | Sell |
5,422
-1,366
| -20% | -$122K | 0.02% | 411 |
|
|
2022
Q1 | $746K | Buy |
6,788
+90
| +1% | +$9.89K | 0.03% | 374 |
|
|
2021
Q4 | $672K | Sell |
6,698
-695
| -9% | -$69.8K | 0.03% | 382 |
|
|
2021
Q3 | $682K | Sell |
7,393
-97
| -1% | -$8.95K | 0.03% | 372 |
|
|
2021
Q2 | $649K | Buy |
7,490
+156
| +2% | +$13.5K | 0.03% | 379 |
|
|
2021
Q1 | $599K | Sell |
7,334
-1,011
| -12% | -$82.6K | 0.03% | 367 |
|
|
2020
Q4 | $532K | Buy |
8,345
+3,195
| +62% | +$204K | 0.03% | 374 |
|
|
2020
Q3 | $250K | Sell |
5,150
-741
| -13% | -$35.9K | 0.01% | 437 |
|
|
2020
Q2 | $270K | Buy |
5,891
+446
| +8% | +$20.5K | 0.02% | 419 |
|
|
2020
Q1 | $229K | Buy |
5,445
+4,348
| +396% | +$183K | 0.02% | 403 |
|
|
2019
Q4 | $65.4K | Buy |
+1,097
| New | +$65.4K | ﹤0.01% | 570 |
|