Ancora Advisors’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 | $6.69M | Buy |
43,622
+199
| +0.5% | +$30.5K | 0.14% | 150 |
|
2025
Q1 | $6.03M | Buy |
43,423
+4,299
| +11% | +$597K | 0.13% | 147 |
|
2024
Q4 | $6.08M | Buy |
39,124
+600
| +2% | +$93.2K | 0.14% | 142 |
|
2024
Q3 | $4.72M | Hold |
38,524
| – | – | 0.11% | 176 |
|
2024
Q2 | $4.76M | Sell |
38,524
-649
| -2% | -$80.2K | 0.12% | 159 |
|
2024
Q1 | $5.03M | Sell |
39,173
-1,504
| -4% | -$193K | 0.11% | 164 |
|
2023
Q4 | $4.54M | Buy |
40,677
+770
| +2% | +$85.9K | 0.11% | 171 |
|
2023
Q3 | $4.01M | Sell |
39,907
-400
| -1% | -$40.2K | 0.11% | 171 |
|
2023
Q2 | $4.18M | Buy |
40,307
+15,245
| +61% | +$1.58M | 0.11% | 161 |
|
2023
Q1 | $2.34M | Sell |
25,062
-12,828
| -34% | -$1.2M | 0.07% | 218 |
|
2022
Q4 | $4.05M | Sell |
37,890
-58,929
| -61% | -$6.3M | 0.12% | 162 |
|
2022
Q3 | $9.57M | Sell |
96,819
-13,950
| -13% | -$1.38M | 0.3% | 64 |
|
2022
Q2 | $9.9M | Sell |
110,769
-36,910
| -25% | -$3.3M | 0.28% | 75 |
|
2022
Q1 | $16.2M | Sell |
147,679
-10,440
| -7% | -$1.15M | 0.39% | 59 |
|
2021
Q4 | $15.9M | Buy |
158,119
+16,090
| +11% | +$1.62M | 0.38% | 59 |
|
2021
Q3 | $13.1M | Sell |
142,029
-14,781
| -9% | -$1.36M | 0.34% | 74 |
|
2021
Q2 | $13.6M | Sell |
156,810
-2,543
| -2% | -$220K | 0.35% | 72 |
|
2021
Q1 | $13M | Buy |
159,353
+17,385
| +12% | +$1.42M | 0.36% | 72 |
|
2020
Q4 | $9.05M | Buy |
141,968
+13,133
| +10% | +$838K | 0.29% | 86 |
|
2020
Q3 | $6.25M | Buy |
128,835
+12,291
| +11% | +$596K | 0.25% | 96 |
|
2020
Q2 | $5.35M | Sell |
116,544
-4,110
| -3% | -$189K | 0.22% | 109 |
|
2020
Q1 | $5.08M | Sell |
120,654
-61,305
| -34% | -$2.58M | 0.24% | 110 |
|
2019
Q4 | $10.9M | Sell |
181,959
-4,635
| -2% | -$276K | 0.4% | 71 |
|
2019
Q3 | $10.3M | Buy |
186,594
+102,705
| +122% | +$5.65M | 0.45% | 67 |
|
2019
Q2 | $4.73M | Buy |
+83,889
| New | +$4.73M | 0.21% | 137 |
|
2018
Q4 | – | Sell |
-234
| Closed | -$14K | – | 1063 |
|
2018
Q3 | $14K | Buy |
+234
| New | +$14K | ﹤0.01% | 1141 |
|