Valeo 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 | $286K | Buy |
1,863
+7
| +0.4% | +$1.07K | 0.01% | 590 |
|
|
2025
Q1 | $258K | Buy |
1,856
+39
| +2% | +$5.42K | 0.01% | 563 |
|
|
2024
Q4 | $282K | Buy |
1,817
+13
| +0.7% | +$2.02K | 0.01% | 548 |
|
|
2024
Q3 | $221K | Sell |
1,804
-5
| -0.3% | -$612 | 0.01% | 621 |
|
|
2024
Q2 | $224K | Buy |
+1,809
| New | +$224K | 0.01% | 584 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$9K | – | 2056 |
|
|
2020
Q4 | $9K | Buy |
+140
| New | +$9K | ﹤0.01% | 1199 |
|
|
2020
Q3 | – | Sell |
-438
| Closed | -$20K | – | 1966 |
|
|
2020
Q2 | $20K | Buy |
438
+99
| +29% | +$4.52K | ﹤0.01% | 1005 |
|
|
2020
Q1 | $15K | Buy |
339
+90
| +36% | +$3.98K | ﹤0.01% | 927 |
|
|
2019
Q4 | $15K | Buy |
249
+172
| +223% | +$10.4K | ﹤0.01% | 973 |
|
|
2019
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 1250 |
|
|
2019
Q2 | $4K | Sell |
77
-37
| -32% | -$1.92K | ﹤0.01% | 1279 |
|
|
2019
Q1 | $6K | Buy |
114
+3
| +3% | +$158 | ﹤0.01% | 1106 |
|
|
2018
Q4 | $6K | Sell |
111
-123
| -53% | -$6.65K | ﹤0.01% | 1022 |
|
|
2018
Q3 | $12K | Buy |
234
+145
| +163% | +$7.44K | ﹤0.01% | 910 |
|
|
2018
Q2 | $5K | Sell |
89
-153
| -63% | -$8.6K | ﹤0.01% | 1144 |
|
|
2018
Q1 | $14K | Buy |
242
+155
| +178% | +$8.97K | ﹤0.01% | 836 |
|
|
2017
Q4 | $5K | Buy |
87
+1
| +1% | +$57 | ﹤0.01% | 1020 |
|
|
2017
Q3 | $5K | Buy |
+86
| New | +$5K | ﹤0.01% | 874 |
|