AIM
Avity Investment Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.2M | Buy |
157,706
+9,830
| +7% | +$1.51M | 1.8% | 27 |
|
|
2025
Q1 | $20.5M | Sell |
147,876
-1,500
| -1% | -$208K | 1.66% | 30 |
|
|
2024
Q4 | $23.2M | Sell |
149,376
-2,403
| -2% | -$373K | 1.82% | 28 |
|
|
2024
Q3 | $18.6M | Sell |
151,779
-9,815
| -6% | -$1.2M | 1.45% | 28 |
|
|
2024
Q2 | $20M | Buy |
161,594
+17,160
| +12% | +$2.12M | 1.61% | 26 |
|
|
2024
Q1 | $18.5M | Buy |
+144,434
| New | +$18.5M | 1.54% | 27 |
|