Atria Investments’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 | $2.76M | Sell |
19,096
-1,427
| -7% | -$226K | 0.03% | 563 |
|
|
2025
Q4 | $3.3M | Sell |
20,523
-979
| -5% | -$158K | 0.04% | 525 |
|
|
2025
Q3 | $3.71M | Sell |
21,502
-3,684
| -15% | -$610K | 0.04% | 493 |
|
|
2025
Q2 | $3.86M | Sell |
25,186
-183
| -0.7% | -$26.2K | 0.05% | 470 |
|
|
2025
Q1 | $3.52M | Sell |
25,369
-1,266
| -5% | -$197K | 0.05% | 483 |
|
|
2024
Q4 | $4.14M | Sell |
26,635
-4,847
| -15% | -$732K | 0.05% | 414 |
|
|
2024
Q3 | $3.86M | Buy |
31,482
+1,057
| +3% | +$123K | 0.05% | 436 |
|
|
2024
Q2 | $3.76M | Sell |
30,425
-862
| -3% | -$106K | 0.05% | 428 |
|
|
2024
Q1 | $4.02M | Buy |
31,287
+8,507
| +37% | +$991K | 0.06% | 401 |
|
|
2023
Q4 | $2.54M | Buy |
22,780
+1,614
| +8% | +$166K | 0.04% | 511 |
|
|
2023
Q3 | $2.13M | Buy |
21,166
+462
| +2% | +$48.9K | 0.04% | 550 |
|
|
2023
Q2 | $2.15M | Sell |
20,704
-2,692
| -12% | -$250K | 0.04% | 521 |
|
|
2023
Q1 | $2.18M | Buy |
23,396
+1,313
| +6% | +$139K | 0.04% | 507 |
|
|
2022
Q4 | $2.36M | Buy |
22,083
+2,603
| +13% | +$292K | 0.05% | 451 |
|
|
2022
Q3 | $1.93M | Buy |
19,480
+1,491
| +8% | +$151K | 0.04% | 496 |
|
|
2022
Q2 | $1.61M | Sell |
17,989
-1,944
| -10% | -$190K | 0.03% | 573 |
|
|
2022
Q1 | $2.19M | Buy |
19,933
+5,701
| +40% | +$604K | 0.04% | 538 |
|
|
2021
Q4 | $1.43M | Buy |
14,232
+841
| +6% | +$83.1K | 0.03% | 689 |
|
|
2021
Q3 | $1.24M | Sell |
13,391
-316
| -2% | -$28.3K | 0.02% | 706 |
|
|
2021
Q2 | $1.19M | Buy |
+13,707
| New | +$1.19M | 0.02% | 697 |
|
|
2020
Q1 | – | Sell |
-12,774
| Closed | -$762K | – | 1044 |
|
|
2019
Q4 | $762K | Buy |
12,774
+4,302
| +51% | +$248K | 0.02% | 630 |
|
|
2019
Q3 | $466K | Sell |
8,472
-656
| -7% | -$35.6K | 0.02% | 604 |
|
|
2019
Q2 | $454K | Buy |
9,128
+1,089
| +14% | +$62.1K | 0.02% | 614 |
|
|
2019
Q1 | $431K | Sell |
8,039
-951
| -11% | -$50.9K | 0.02% | 576 |
|
|
2018
Q4 | $446K | Sell |
8,990
-19,209
| -68% | -$1.02M | 0.02% | 543 |
|
|
2018
Q3 | $1.73M | Sell |
28,199
-1,614
| -5% | -$99.4K | 0.07% | 265 |
|
|
2018
Q2 | $1.78M | Buy |
29,813
+9,405
| +46% | +$584K | 0.08% | 252 |
|
|
2018
Q1 | $1.22M | Sell |
20,408
-499
| -2% | -$31K | 0.06% | 308 |
|
|
2017
Q4 | $1.25M | Sell |
20,907
-431
| -2% | -$24.8K | 0.06% | 284 |
|
|
2017
Q3 | $1.2M | Buy |
21,338
+11,018
| +107% | +$594K | 0.07% | 270 |
|
|
2017
Q2 | $552K | Buy |
10,320
+3,643
| +55% | +$183K | 0.03% | 409 |
|
|
2017
Q1 | $339K | Sell |
6,677
-448
| -6% | -$22.8K | 0.02% | 485 |
|
|
2016
Q4 | $329K | Buy |
+7,125
| New | +$315K | 0.03% | 440 |
|
|
2015
Q3 | – | Sell |
-5,331
| Closed | -$212K | – | 397 |
|
|
2015
Q2 | $212K | Buy |
+5,331
| New | +$207K | 0.02% | 371 |
|
Other funds holding RJF
VCM
VPM
