B. Metzler seel. Sohn & Co’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 | $2.66M | Buy |
18,365
+261
| +1% | +$41.4K | 0.02% | 321 |
|
|
2025
Q4 | $2.91M | Buy |
18,104
+10,989
| +154% | +$1.77M | 0.03% | 317 |
|
|
2025
Q3 | $1.23M | Buy |
7,115
+804
| +13% | +$133K | 0.01% | 501 |
|
|
2025
Q2 | $968K | Hold |
6,311
| – | – | 0.01% | 550 |
|
|
2025
Q1 | $877K | Sell |
6,311
-765
| -11% | -$119K | 0.01% | 547 |
|
|
2024
Q4 | $1.1M | Sell |
7,076
-5,883
| -45% | -$889K | 0.01% | 513 |
|
|
2024
Q3 | $1.59M | Hold |
12,959
| – | – | 0.02% | 443 |
|
|
2024
Q2 | $1.6M | Buy |
12,959
+944
| +8% | +$117K | 0.02% | 417 |
|
|
2024
Q1 | $1.54M | Buy |
12,015
+1,550
| +15% | +$181K | 0.02% | 425 |
|
|
2023
Q4 | $1.17M | Buy |
10,465
+2,527
| +32% | +$260K | 0.01% | 472 |
|
|
2023
Q3 | $797K | Buy |
7,938
+352
| +5% | +$37.2K | 0.01% | 512 |
|
|
2023
Q2 | $787K | Buy |
7,586
+906
| +14% | +$84.1K | 0.01% | 519 |
|
|
2023
Q1 | $623K | Hold |
6,680
| – | – | 0.01% | 520 |
|
|
2022
Q4 | $714K | Sell |
6,680
-1,516
| -18% | -$170K | 0.01% | 490 |
|
|
2022
Q3 | $810K | Buy |
8,196
+1,701
| +26% | +$172K | 0.01% | 464 |
|
|
2022
Q2 | $581K | Sell |
6,495
-347
| -5% | -$34K | 0.01% | 533 |
|
|
2022
Q1 | $752K | Hold |
6,842
| – | – | 0.01% | 533 |
|
|
2021
Q4 | $691K | Sell |
6,842
-1,488
| -18% | -$147K | 0.01% | 503 |
|
|
2021
Q3 | $769K | Hold |
8,330
| – | – | 0.01% | 494 |
|
|
2021
Q2 | $721K | Sell |
8,330
-8,560
| -51% | -$745K | 0.01% | 495 |
|
|
2021
Q1 | $1.38M | Buy |
16,890
+9,492
| +128% | +$707K | 0.02% | 362 |
|
|
2020
Q4 | $465K | Buy |
+7,398
| New | +$423K | 0.01% | 541 |
|
Other funds holding RJF
VCM
VPM
