Cerity Partners’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 | $2.95M | Sell |
19,228
-500
| -3% | -$76.7K | 0.01% | 1041 |
|
|
2025
Q1 | $2.74M | Buy |
19,728
+429
| +2% | +$59.6K | 0.01% | 973 |
|
|
2024
Q4 | $2.82M | Buy |
19,299
+1,765
| +10% | +$258K | 0.01% | 956 |
|
|
2024
Q3 | $2.15M | Buy |
17,534
+922
| +6% | +$113K | ﹤0.01% | 1064 |
|
|
2024
Q2 | $2.05M | Sell |
16,612
-1,596
| -9% | -$197K | 0.01% | 905 |
|
|
2024
Q1 | $2.34M | Buy |
18,208
+6,074
| +50% | +$780K | 0.01% | 903 |
|
|
2023
Q4 | $1.35M | Buy |
+12,134
| New | +$1.35M | ﹤0.01% | 884 |
|
|
2023
Q3 | – | Sell |
-11,529
| Closed | -$1.2M | – | 1651 |
|
|
2023
Q2 | $1.2M | Buy |
11,529
+8,839
| +329% | +$917K | ﹤0.01% | 870 |
|
|
2023
Q1 | $250K | Sell |
2,690
-485
| -15% | -$45.1K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $340K | Buy |
3,175
+668
| +27% | +$71.5K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $248K | Sell |
2,507
-280
| -10% | -$27.7K | ﹤0.01% | 974 |
|
|
2022
Q2 | $249K | Buy |
2,787
+406
| +17% | +$36.3K | ﹤0.01% | 989 |
|
|
2022
Q1 | $262K | Buy |
+2,381
| New | +$262K | ﹤0.01% | 776 |
|