Aft Forsyth & Sober’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.85M Hold
2025
Q2
$2.53M Buy
2025
Q1
$2.22M Buy
2024
Q4
$2.45M Hold
2024
Q3
$1.93M Hold
2024
Q2
$1.95M Hold
2024
Q1
$2.02M Sell
2023
Q4
$1.84M Hold
2023
Q3
$1.66M Hold
2023
Q2
$1.72M Buy
2023
Q1
$1.47M Sell
2022
Q4
$1.77M Hold
2022
Q3
$1.64M Hold
2022
Q2
$1.48M Hold
2022
Q1
$1.82M Buy
2021
Q4
$1.58M Hold
2021
Q3
$1.45M Buy
2021
Q2
$1.34M Hold
2021
Q1
$1.26M Buy
2020
Q4
$497K Buy