STOCK TRADE PERFORMANCE REVIEW TEMPLATE

Raymond James Financial Inc. (RJF – NYSE)

RJF was entered on March 17 with two separate 1/3 positions at $145.02 and $143.66, creating a blended entry of $144.34. The stock showed a brief push higher, triggering a sell signal at $147.38 before pulling back below the entry. Two more sell signals were triggered on the way down, including a sharp decline to $136.20 by March 31. The combined position closed the month at $138.91, resulting in a –3.76% loss.

Performance
C–

Segment Value Return % P/L
Position Value @ 3/31 $19,248.96 –3.76% –$751.04
Total (RJF) $19,248.96 –3.76% –$751.04

RJF chart

Chart services courtesy of stockcharts.com. Annotations by James Taulman.

Chart-Based Analysis

  • Entry setup: Breakout setup with strong initial action from support zone near $143.
  • Price action: Early push higher failed and gave way to consistent weakness through late March.
  • Volume behavior: Distribution showed up late in the move — fading demand after breakout attempt.

Sell Signals Called

Sell Signal Date Price % Change from Buy
Sell Signal 1 3/19 $147.38 +2.1%
Sell Signal 2 3/27 $142.41 –1.3%
Sell Signal 3 3/31 $136.20 –5.6%

Trade Execution Highlights

  • Entry timing: Solid intraday breakout grab, but no strong continuation followed.
  • Follow-through: Weak — setup failed after early move.
  • Partial sells: Early trim into strength helped soften the impact.
  • Trend riding: Downtrend set in — appropriate exits preserved capital.

Trade Summary

Symbol RJF
Buy Dates 3/17/2025
Buy Times 11:04 AM & 3:46 PM
Blended Entry $144.34
Position Size $20,000
Closing Price (3/31) $138.91
Gain/Loss –$751.04
Return –3.76%

Lessons Learned

  • Even strong setups can fail — quick exits protect downside when follow-through fades.
  • Staggered entries can help test strength, but shouldn’t override weak action.

Technical Action to Monitor Going Forward

  • Support levels:
    • – 1st support: $136.00
    • – 2nd support: $130.00
  • Needs to reclaim $144 to rebuild positive momentum.

Trade Outcome / Grade

  • Outcome: Failed breakout with clear distribution pattern.
  • Grade: C–
  • Comment: Solid entry, but weakness showed up fast — well-managed exit limited damage.

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