Agate Pass Investment Management’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 | $463K | Hold |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $461K | Hold |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $452K | Hold |
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|
2023
Q3 | $407K | Sell |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $463K | Hold |
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|
2022
Q3 | $428K | Hold |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $497K | Sell |
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|
2021
Q4 | $474K | Buy |
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