Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.3M | Sell |
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|
2025
Q2 | $2.95M | Sell |
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|
2025
Q1 | $2.74M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.2M | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $262K | Buy |
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