Ownership history in Stephens Consulting, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Stephens Consulting, LLC reported a position in RAYMOND JAMES FINL INC (RJF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,278 | -9,734 | -19.5% | 2.09% | $6.5M | $160.05 |
| 2025 Q3 | ADDED | 50,012 | +26,382 | +111.6% | 2.96% | $8.6M | $171.52 |
| 2025 Q2 | REDUCED | 23,630 | -23,852 | -50.2% | 0.86% | $3.6M | $151.91 |
| 2025 Q1 | ADDED | 47,482 | +6,848 | +16.9% | 1.65% | $6.6M | $137.10 |
| 2024 Q4 | REDUCED | 40,634 | -16 | -0.0% | 1.58% | $6.3M | $152.81 |
| 2024 Q3 | ADDED | 40,650 | +10 | +0.0% | 1.27% | $5.0M | $120.03 |
| 2024 Q2 | ADDED | 40,640 | +10 | +0.0% | 1.43% | $5.0M | $120.72 |
| 2024 Q1 | ADDED | 40,630 | +6 | +0.0% | 1.60% | $5.2M | $125.41 |
| 2023 Q4 | ADDED | 40,624 | +26,556 | +188.8% | 1.53% | $4.5M | $108.50 |
| 2023 Q3 | ADDED | 14,068 | +10 | +0.1% | 0.57% | $1.4M | $97.34 |
As of 2025 Q4 — sorted by position size