Bank of Montreal’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 | $43.1M | Buy |
281,074
+81,465
| +41% | +$12.5M | 0.02% | 442 |
|
|
2025
Q1 | $27.7M | Sell |
199,609
-54,741
| -22% | -$7.6M | 0.01% | 552 |
|
|
2024
Q4 | $39.5M | Sell |
254,350
-20,839
| -8% | -$3.24M | 0.02% | 489 |
|
|
2024
Q3 | $33.7M | Buy |
275,189
+9,378
| +4% | +$1.15M | 0.01% | 562 |
|
|
2024
Q2 | $32.9M | Buy |
265,811
+28,339
| +12% | +$3.51M | 0.01% | 568 |
|
|
2024
Q1 | $30.6M | Sell |
237,472
-69,898
| -23% | -$8.99M | 0.01% | 558 |
|
|
2023
Q4 | $35.2M | Buy |
307,370
+121,433
| +65% | +$13.9M | 0.01% | 522 |
|
|
2023
Q3 | $20M | Sell |
185,937
-6,957
| -4% | -$750K | 0.01% | 647 |
|
|
2023
Q2 | $20.1M | Sell |
192,894
-2,184
| -1% | -$227K | 0.01% | 672 |
|
|
2023
Q1 | $18.2M | Sell |
195,078
-13,257
| -6% | -$1.24M | 0.01% | 659 |
|
|
2022
Q4 | $22.5M | Buy |
208,335
+6,396
| +3% | +$690K | 0.01% | 583 |
|
|
2022
Q3 | $20.4K | Buy |
201,939
+48,258
| +31% | +$4.87K | 0.01% | 589 |
|
|
2022
Q2 | $14.2K | Sell |
153,681
-3,277
| -2% | -$302 | 0.01% | 764 |
|
|
2022
Q1 | $17.6M | Buy |
156,958
+3,267
| +2% | +$366K | 0.01% | 740 |
|
|
2021
Q4 | $15.7M | Sell |
153,691
-639,948
| -81% | -$65.3M | 0.01% | 802 |
|
|
2021
Q3 | $74.3M | Buy |
793,639
+98,552
| +14% | +$9.23M | 0.03% | 399 |
|
|
2021
Q2 | $60.8M | Buy |
695,087
+173,673
| +33% | +$15.2M | 0.03% | 426 |
|
|
2021
Q1 | $43.8M | Buy |
521,414
+110,456
| +27% | +$9.27M | 0.03% | 404 |
|
|
2020
Q4 | $28.3M | Sell |
410,958
-137,162
| -25% | -$9.45M | 0.02% | 524 |
|
|
2020
Q3 | $27.4M | Sell |
548,120
-18,286
| -3% | -$915K | 0.02% | 461 |
|
|
2020
Q2 | $24.8M | Sell |
566,406
-333,665
| -37% | -$14.6M | 0.02% | 482 |
|
|
2020
Q1 | $36M | Sell |
900,071
-628,170
| -41% | -$25.1M | 0.04% | 326 |
|
|
2019
Q4 | $91.1M | Buy |
1,528,241
+1,214
| +0.1% | +$72.4K | 0.07% | 248 |
|
|
2019
Q3 | $83.9M | Buy |
1,527,027
+389,638
| +34% | +$21.4M | 0.07% | 229 |
|
|
2019
Q2 | $64.1M | Buy |
1,137,389
+985,496
| +649% | +$55.5M | 0.05% | 291 |
|
|
2019
Q1 | $8.14M | Buy |
151,893
+4,342
| +3% | +$233K | 0.01% | 850 |
|
|
2018
Q4 | $7.32M | Sell |
147,551
-31,789
| -18% | -$1.58M | 0.01% | 839 |
|
|
2018
Q3 | $11M | Sell |
179,340
-208,613
| -54% | -$12.8M | 0.01% | 809 |
|
|
2018
Q2 | $23.1M | Buy |
387,953
+138,983
| +56% | +$8.28M | 0.02% | 529 |
|
|
2018
Q1 | $14.8M | Buy |
248,970
+131,095
| +111% | +$7.81M | 0.01% | 680 |
|
|
2017
Q4 | $7.02M | Sell |
117,875
-1,702
| -1% | -$101K | 0.01% | 936 |
|
|
2017
Q3 | $6.72M | Sell |
119,577
-1,122,072
| -90% | -$63.1M | 0.01% | 974 |
|
|
2017
Q2 | $66.4M | Buy |
1,241,649
+297,943
| +32% | +$15.9M | 0.06% | 270 |
|
|
2017
Q1 | $48M | Buy |
943,706
+923,393
| +4,546% | +$46.9M | 0.05% | 318 |
|
|
2016
Q4 | $976K | Sell |
20,313
-543
| -3% | -$26.1K | ﹤0.01% | 1723 |
|
|
2016
Q3 | $809K | Buy |
20,856
+486
| +2% | +$18.9K | ﹤0.01% | 1747 |
|
|
2016
Q2 | $669K | Sell |
20,370
-23,526
| -54% | -$773K | ﹤0.01% | 1826 |
|
|
2016
Q1 | $1.39M | Sell |
43,896
-617
| -1% | -$19.6K | ﹤0.01% | 1507 |
|
|
2015
Q4 | $1.72M | Buy |
44,513
+29,610
| +199% | +$1.14M | ﹤0.01% | 1385 |
|
|
2015
Q3 | $493K | Sell |
14,903
-910
| -6% | -$30.1K | ﹤0.01% | 1679 |
|
|
2015
Q2 | $628K | Buy |
15,813
+3,954
| +33% | +$157K | ﹤0.01% | 1695 |
|
|
2015
Q1 | $449K | Sell |
11,859
-1,380
| -10% | -$52.2K | ﹤0.01% | 1811 |
|
|
2014
Q4 | $505K | Buy |
13,239
+2,343
| +22% | +$89.4K | ﹤0.01% | 1746 |
|
|
2014
Q3 | $389K | Sell |
10,896
-1,325
| -11% | -$47.3K | ﹤0.01% | 1818 |
|
|
2014
Q2 | $414K | Buy |
12,221
+4,026
| +49% | +$136K | ﹤0.01% | 1831 |
|
|
2014
Q1 | $306K | Buy |
8,195
+2,435
| +42% | +$90.9K | ﹤0.01% | 1864 |
|
|
2013
Q4 | $200K | Buy |
5,760
+2,067
| +56% | +$71.8K | ﹤0.01% | 1947 |
|
|
2013
Q3 | $103K | Sell |
3,693
-30
| -0.8% | -$837 | ﹤0.01% | 2122 |
|
|
2013
Q2 | $107K | Buy |
+3,723
| New | +$107K | ﹤0.01% | 2059 |
|