Bank of Montreal’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 | $35.3M | Sell |
244,023
-33,840
| -12% | -$5.37M | 0.01% | 645 |
|
|
2025
Q4 | $44.6M | Sell |
277,863
-13,485
| -5% | -$2.18M | 0.02% | 597 |
|
|
2025
Q3 | $50.3M | Buy |
291,348
+10,274
| +4% | +$1.7M | 0.02% | 493 |
|
|
2025
Q2 | $43.1M | Buy |
281,074
+81,465
| +41% | +$11.7M | 0.02% | 476 |
|
|
2025
Q1 | $27.7M | Sell |
199,609
-54,741
| -22% | -$8.5M | 0.01% | 591 |
|
|
2024
Q4 | $39.5M | Sell |
254,350
-20,839
| -8% | -$3.15M | 0.02% | 528 |
|
|
2024
Q3 | $33.7M | Buy |
275,189
+9,378
| +4% | +$1.1M | 0.02% | 592 |
|
|
2024
Q2 | $32.9M | Buy |
265,811
+28,339
| +12% | +$3.5M | 0.01% | 602 |
|
|
2024
Q1 | $30.6M | Sell |
237,472
-69,898
| -23% | -$8.15M | 0.01% | 595 |
|
|
2023
Q4 | $35.2M | Buy |
307,370
+121,433
| +65% | +$12.5M | 0.01% | 586 |
|
|
2023
Q3 | $20M | Sell |
185,937
-6,957
| -4% | -$736K | 0.01% | 712 |
|
|
2023
Q2 | $20.1M | Sell |
192,894
-2,184
| -1% | -$203K | 0.01% | 741 |
|
|
2023
Q1 | $18.2M | Sell |
195,078
-13,257
| -6% | -$1.4M | 0.01% | 718 |
|
|
2022
Q4 | $22.5M | Buy |
208,335
+6,396
| +3% | +$718K | 0.01% | 651 |
|
|
2022
Q3 | $20.4K | Buy |
201,939
+48,258
| +31% | +$4.89M | 0.01% | 682 |
|
|
2022
Q2 | $14.2K | Sell |
153,681
-3,277
| -2% | -$321K | 0.01% | 903 |
|
|
2022
Q1 | $17.6M | Buy |
156,958
+3,267
| +2% | +$346K | 0.01% | 884 |
|
|
2021
Q4 | $15.7M | Sell |
153,691
-639,948
| -81% | -$63.3M | 0.01% | 822 |
|
|
2021
Q3 | $74.3M | Buy |
793,639
+98,552
| +14% | +$8.83M | 0.04% | 432 |
|
|
2021
Q2 | $60.8M | Buy |
695,087
+173,673
| +33% | +$15.1M | 0.03% | 449 |
|
|
2021
Q1 | $43.8M | Buy |
521,414
+110,456
| +27% | +$8.23M | 0.03% | 437 |
|
|
2020
Q4 | $28.3M | Sell |
410,958
-137,162
| -25% | -$7.85M | 0.02% | 575 |
|
|
2020
Q3 | $27.4M | Sell |
548,120
-18,286
| -3% | -$885K | 0.02% | 497 |
|
|
2020
Q2 | $24.8M | Sell |
566,406
-333,665
| -37% | -$15M | 0.02% | 520 |
|
|
2020
Q1 | $36M | Sell |
900,071
-628,170
| -41% | -$35.4M | 0.04% | 345 |
|
|
2019
Q4 | $91.1M | Buy |
1,528,241
+1,214
| +0.1% | +$70.1K | 0.07% | 262 |
|
|
2019
Q3 | $83.9M | Buy |
1,527,027
+389,638
| +34% | +$21.2M | 0.08% | 236 |
|
|
2019
Q2 | $64.1M | Buy |
1,137,389
+985,496
| +649% | +$56.2M | 0.06% | 303 |
|
|
2019
Q1 | $8.14M | Buy |
151,893
+4,342
| +3% | +$233K | 0.01% | 936 |
|
|
2018
Q4 | $7.32M | Sell |
147,551
-31,789
| -18% | -$1.69M | 0.01% | 904 |
|
|
2018
Q3 | $11M | Sell |
179,340
-208,613
| -54% | -$12.9M | 0.01% | 864 |
|
|
2018
Q2 | $23.1M | Buy |
387,953
+138,983
| +56% | +$8.63M | 0.02% | 565 |
|
|
2018
Q1 | $14.8M | Buy |
248,970
+131,095
| +111% | +$8.16M | 0.01% | 710 |
|
|
2017
Q4 | $7.02M | Sell |
117,875
-1,702
| -1% | -$98.1K | 0.01% | 992 |
|
|
2017
Q3 | $6.72M | Sell |
119,577
-1,122,072
| -90% | -$60.5M | 0.01% | 1024 |
|
|
2017
Q2 | $66.4M | Buy |
1,241,649
+297,943
| +32% | +$15M | 0.06% | 272 |
|
|
2017
Q1 | $48M | Buy |
943,706
+923,393
| +4,546% | +$47M | 0.05% | 327 |
|
|
2016
Q4 | $976K | Sell |
20,313
-543
| -3% | -$24K | ﹤0.01% | 1894 |
|
|
2016
Q3 | $809K | Buy |
20,856
+486
| +2% | +$17.9K | ﹤0.01% | 1908 |
|
|
2016
Q2 | $669K | Sell |
20,370
-23,526
| -54% | -$804K | ﹤0.01% | 1997 |
|
|
2016
Q1 | $1.39M | Sell |
43,896
-617
| -1% | -$18.9K | ﹤0.01% | 1609 |
|
|
2015
Q4 | $1.72M | Buy |
44,513
+29,610
| +199% | +$1.1M | ﹤0.01% | 1468 |
|
|
2015
Q3 | $493K | Sell |
14,903
-910
| -6% | -$33.7K | ﹤0.01% | 1859 |
|
|
2015
Q2 | $628K | Buy |
15,813
+3,954
| +33% | +$154K | ﹤0.01% | 1856 |
|
|
2015
Q1 | $449K | Sell |
11,859
-1,380
| -10% | -$51.5K | ﹤0.01% | 1994 |
|
|
2014
Q4 | $505K | Buy |
13,239
+2,343
| +22% | +$86K | ﹤0.01% | 2058 |
|
|
2014
Q3 | $389K | Sell |
10,896
-1,325
| -11% | -$46.4K | ﹤0.01% | 2199 |
|
|
2014
Q2 | $414K | Buy |
12,221
+4,026
| +49% | +$134K | ﹤0.01% | 2191 |
|
|
2014
Q1 | $306K | Buy |
8,195
+2,435
| +42% | +$85.1K | ﹤0.01% | 2316 |
|
|
2013
Q4 | $200K | Buy |
5,760
+2,067
| +56% | +$64.1K | ﹤0.01% | 2242 |
|
|
2013
Q3 | $103K | Sell |
3,693
-30
| -0.8% | -$866 | ﹤0.01% | 2496 |
|
|
2013
Q2 | $107K | Buy |
+3,723
| New | +$108K | ﹤0.01% | 2418 |
|
Other funds holding RJF
VCM
VPM
