Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.31M | Sell |
43,581
-540
| -1% | -$85.7K | 0.13% | 162 |
|
|
2025
Q4 | $7.09M | Buy |
44,121
+239
| +0.5% | +$38.6K | 0.15% | 146 |
|
|
2025
Q3 | $7.57M | Buy |
43,882
+260
| +0.6% | +$43.1K | 0.15% | 142 |
|
|
2025
Q2 | $6.69M | Buy |
43,622
+199
| +0.5% | +$28.5K | 0.14% | 151 |
|
|
2025
Q1 | $6.03M | Buy |
43,423
+4,299
| +11% | +$667K | 0.14% | 148 |
|
|
2024
Q4 | $6.08M | Buy |
39,124
+600
| +2% | +$90.6K | 0.14% | 142 |
|
|
2024
Q3 | $4.72M | Hold |
38,524
| – | – | 0.11% | 177 |
|
|
2024
Q2 | $4.76M | Sell |
38,524
-649
| -2% | -$80.1K | 0.12% | 160 |
|
|
2024
Q1 | $5.03M | Sell |
39,173
-1,504
| -4% | -$175K | 0.12% | 165 |
|
|
2023
Q4 | $4.54M | Buy |
40,677
+770
| +2% | +$79.3K | 0.11% | 174 |
|
|
2023
Q3 | $4.01M | Sell |
39,907
-400
| -1% | -$42.3K | 0.11% | 174 |
|
|
2023
Q2 | $4.18M | Buy |
40,307
+15,245
| +61% | +$1.42M | 0.11% | 162 |
|
|
2023
Q1 | $2.34M | Sell |
25,062
-12,828
| -34% | -$1.36M | 0.07% | 220 |
|
|
2022
Q4 | $4.05M | Sell |
37,890
-58,929
| -61% | -$6.61M | 0.12% | 164 |
|
|
2022
Q3 | $9.57M | Sell |
96,819
-13,950
| -13% | -$1.41M | 0.3% | 65 |
|
|
2022
Q2 | $9.9M | Sell |
110,769
-36,910
| -25% | -$3.62M | 0.28% | 76 |
|
|
2022
Q1 | $16.2M | Sell |
147,679
-10,440
| -7% | -$1.11M | 0.4% | 59 |
|
|
2021
Q4 | $15.9M | Buy |
158,119
+16,090
| +11% | +$1.59M | 0.38% | 59 |
|
|
2021
Q3 | $13.1M | Sell |
142,029
-14,781
| -9% | -$1.32M | 0.34% | 75 |
|
|
2021
Q2 | $13.6M | Sell |
156,810
-2,543
| -2% | -$221K | 0.36% | 72 |
|
|
2021
Q1 | $13M | Buy |
159,353
+17,385
| +12% | +$1.3M | 0.36% | 72 |
|
|
2020
Q4 | $9.05M | Buy |
141,968
+13,133
| +10% | +$752K | 0.29% | 86 |
|
|
2020
Q3 | $6.25M | Buy |
128,835
+12,291
| +11% | +$595K | 0.25% | 96 |
|
|
2020
Q2 | $5.35M | Sell |
116,544
-4,110
| -3% | -$185K | 0.23% | 109 |
|
|
2020
Q1 | $5.08M | Sell |
120,654
-61,305
| -34% | -$3.46M | 0.24% | 111 |
|
|
2019
Q4 | $10.9M | Sell |
181,959
-4,635
| -2% | -$268K | 0.41% | 71 |
|
|
2019
Q3 | $10.3M | Buy |
186,594
+102,705
| +122% | +$5.58M | 0.45% | 67 |
|
|
2019
Q2 | $4.73M | Buy |
+83,889
| New | +$4.78M | 0.21% | 137 |
|
|
2018
Q4 | – | Sell |
-234
| Closed | -$14K | – | 1063 |
|
|
2018
Q3 | $14K | Buy |
+234
| New | +$14.4K | ﹤0.01% | 1141 |
|
Other funds holding RJF
VCM
VPM