United Capital Financial Advisors’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 | $1.63M | Buy |
10,610
+130
| +1% | +$19.9K | 0.01% | 485 |
|
|
2025
Q1 | $1.46M | Buy |
10,480
+225
| +2% | +$31.3K | 0.01% | 483 |
|
|
2024
Q4 | $1.59M | Sell |
10,255
-82
| -0.8% | -$12.7K | 0.01% | 462 |
|
|
2024
Q3 | $1.27M | Sell |
10,337
-160
| -2% | -$19.6K | 0.01% | 494 |
|
|
2024
Q2 | $1.3M | Sell |
10,497
-316
| -3% | -$39.1K | 0.01% | 472 |
|
|
2024
Q1 | $1.39M | Sell |
10,813
-485
| -4% | -$62.3K | 0.01% | 493 |
|
|
2023
Q4 | $1.26M | Buy |
11,298
+3,744
| +50% | +$417K | 0.01% | 504 |
|
|
2023
Q3 | $759K | Buy |
7,554
+163
| +2% | +$16.4K | 0.01% | 562 |
|
|
2023
Q2 | $767K | Buy |
7,391
+181
| +3% | +$18.8K | ﹤0.01% | 607 |
|
|
2023
Q1 | $673K | Sell |
7,210
-1,285
| -15% | -$120K | ﹤0.01% | 666 |
|
|
2022
Q4 | $908K | Buy |
8,495
+239
| +3% | +$25.5K | 0.01% | 625 |
|
|
2022
Q3 | $816K | Buy |
8,256
+151
| +2% | +$14.9K | ﹤0.01% | 655 |
|
|
2022
Q2 | $725K | Buy |
8,105
+1,862
| +30% | +$167K | ﹤0.01% | 701 |
|
|
2022
Q1 | $686K | Buy |
6,243
+259
| +4% | +$28.5K | ﹤0.01% | 760 |
|
|
2021
Q4 | $601K | Sell |
5,984
-4,996
| -46% | -$502K | ﹤0.01% | 810 |
|
|
2021
Q3 | $1.01M | Sell |
10,980
-383
| -3% | -$35.3K | 0.01% | 679 |
|
|
2021
Q2 | $984K | Sell |
11,363
-91
| -0.8% | -$7.88K | 0.01% | 703 |
|
|
2021
Q1 | $936K | Sell |
11,454
-1,935
| -14% | -$158K | 0.01% | 689 |
|
|
2020
Q4 | $854K | Sell |
13,389
-274,560
| -95% | -$17.5M | 0.01% | 711 |
|
|
2020
Q3 | $14M | Sell |
287,949
-4,187
| -1% | -$203K | 0.09% | 210 |
|
|
2020
Q2 | $13.4M | Sell |
292,136
-1,800
| -0.6% | -$82.6K | 0.1% | 207 |
|
|
2020
Q1 | $12.4M | Sell |
293,936
-2,695
| -0.9% | -$114K | 0.1% | 200 |
|
|
2019
Q4 | $17.7M | Buy |
296,631
+3,969
| +1% | +$237K | 0.11% | 221 |
|
|
2019
Q3 | $16.1M | Sell |
292,662
-22,836
| -7% | -$1.26M | 0.11% | 224 |
|
|
2019
Q2 | $17.8M | Buy |
315,498
+2,271
| +0.7% | +$128K | 0.12% | 191 |
|
|
2019
Q1 | $16.8M | Sell |
313,227
-4,158
| -1% | -$223K | 0.12% | 190 |
|
|
2018
Q4 | $15.7M | Sell |
317,385
-2,162
| -0.7% | -$107K | 0.13% | 169 |
|
|
2018
Q3 | $19.6M | Sell |
319,547
-60
| -0% | -$3.68K | 0.14% | 162 |
|
|
2018
Q2 | $19M | Sell |
319,607
-10,648
| -3% | -$634K | 0.14% | 159 |
|
|
2018
Q1 | $19.7M | Buy |
330,255
+2,608
| +0.8% | +$155K | 0.15% | 158 |
|
|
2017
Q4 | $19.5M | Sell |
327,647
-1,639
| -0.5% | -$97.6K | 0.15% | 155 |
|
|
2017
Q3 | $18.5M | Sell |
329,286
-272
| -0.1% | -$15.3K | 0.16% | 147 |
|
|
2017
Q2 | $17.6M | Buy |
329,558
+9,465
| +3% | +$506K | 0.16% | 147 |
|
|
2017
Q1 | $16.3M | Sell |
320,093
-4,771
| -1% | -$243K | 0.15% | 158 |
|
|
2016
Q4 | $15M | Sell |
324,864
-4,923
| -1% | -$227K | 0.15% | 159 |
|
|
2016
Q3 | $12.8M | Sell |
329,787
-10,830
| -3% | -$420K | 0.12% | 193 |
|
|
2016
Q2 | $11.1M | Buy |
340,617
+4,734
| +1% | +$155K | 0.11% | 208 |
|
|
2016
Q1 | $10.7M | Buy |
335,883
+13,482
| +4% | +$428K | 0.12% | 186 |
|
|
2015
Q4 | $12.5M | Sell |
322,401
-27,479
| -8% | -$1.06M | 0.14% | 157 |
|
|
2015
Q3 | $11.6M | Buy |
349,880
+5,028
| +1% | +$166K | 0.14% | 160 |
|
|
2015
Q2 | $13.7M | Buy |
344,852
+9,108
| +3% | +$362K | 0.16% | 149 |
|
|
2015
Q1 | $12.7M | Buy |
335,744
+6,636
| +2% | +$250K | 0.15% | 164 |
|
|
2014
Q4 | $12.6M | Buy |
329,108
+119,934
| +57% | +$4.58M | 0.19% | 138 |
|
|
2014
Q3 | $7.47M | Buy |
209,174
+174,308
| +500% | +$6.23M | 0.13% | 192 |
|
|
2014
Q2 | $1.18M | Buy |
34,866
+2,571
| +8% | +$86.9K | 0.02% | 527 |
|
|
2014
Q1 | $1.2M | Buy |
+32,295
| New | +$1.2M | 0.03% | 441 |
|