Agate Pass Investment Management’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 | $411K | Hold |
2,682
| – | – | 0.17% | 92 |
|
|
2025
Q1 | $373K | Sell |
2,682
-286
| -10% | -$39.7K | 0.16% | 94 |
|
|
2024
Q4 | $461K | Hold |
2,968
| – | – | 0.21% | 89 |
|
|
2024
Q3 | $363K | Sell |
2,968
-500
| -14% | -$61.2K | 0.18% | 81 |
|
|
2024
Q2 | $429K | Hold |
3,468
| – | – | 0.23% | 75 |
|
|
2024
Q1 | $445K | Sell |
3,468
-586
| -14% | -$75.3K | 0.24% | 74 |
|
|
2023
Q4 | $452K | Hold |
4,054
| – | – | 0.26% | 73 |
|
|
2023
Q3 | $407K | Sell |
4,054
-100
| -2% | -$10K | 0.28% | 66 |
|
|
2023
Q2 | $431K | Sell |
4,154
-175
| -4% | -$18.2K | 0.26% | 70 |
|
|
2023
Q1 | $404K | Hold |
4,329
| – | – | 0.26% | 77 |
|
|
2022
Q4 | $463K | Hold |
4,329
| – | – | 0.33% | 70 |
|
|
2022
Q3 | $428K | Hold |
4,329
| – | – | 0.33% | 69 |
|
|
2022
Q2 | $387K | Sell |
4,329
-189
| -4% | -$16.9K | 0.27% | 75 |
|
|
2022
Q1 | $497K | Sell |
4,518
-200
| -4% | -$22K | 0.31% | 67 |
|
|
2021
Q4 | $474K | Buy |
+4,718
| New | +$474K | 0.29% | 72 |
|