CIBC Private Wealth Group’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
Q4 | $2.18M | Sell |
13,574
-188
| -1% | -$30.4K | ﹤0.01% | 558 |
|
|
2025
Q3 | $2.38M | Buy |
13,762
+1,496
| +12% | +$248K | ﹤0.01% | 537 |
|
|
2025
Q2 | $1.88M | Sell |
12,266
-1,846
| -13% | -$264K | ﹤0.01% | 562 |
|
|
2025
Q1 | $1.76M | Sell |
14,112
-2,343
| -14% | -$364K | ﹤0.01% | 557 |
|
|
2024
Q4 | $2.62M | Buy |
16,455
+1,000
| +6% | +$151K | ﹤0.01% | 516 |
|
|
2024
Q3 | $1.89M | Buy |
15,455
+435
| +3% | +$50.8K | ﹤0.01% | 575 |
|
|
2024
Q2 | $1.76M | Sell |
15,020
-2,333
| -13% | -$288K | ﹤0.01% | 560 |
|
|
2024
Q1 | $2.23M | Sell |
17,353
-692
| -4% | -$80.6K | ﹤0.01% | 530 |
|
|
2023
Q4 | $2.01M | Sell |
18,045
-162
| -0.9% | -$16.7K | ﹤0.01% | 514 |
|
|
2023
Q3 | $1.83M | Sell |
18,207
-38,538
| -68% | -$4.08M | ﹤0.01% | 509 |
|
|
2023
Q2 | $5.89M | Sell |
56,745
-60,834
| -52% | -$5.65M | 0.01% | 377 |
|
|
2023
Q1 | $1.83M | Sell |
117,579
-2,926
| -2% | -$310K | ﹤0.01% | 533 |
|
|
2022
Q4 | $12.1M | Sell |
120,505
-2,649
| -2% | -$297K | 0.04% | 246 |
|
|
2022
Q3 | $12.2M | Sell |
123,154
-14,209
| -10% | -$1.44M | 0.03% | 278 |
|
|
2022
Q2 | $12.3M | Sell |
137,363
-13,869
| -9% | -$1.36M | 0.03% | 287 |
|
|
2022
Q1 | $16.6M | Sell |
151,232
-80,618
| -35% | -$8.54M | 0.04% | 271 |
|
|
2021
Q4 | $23.3M | Sell |
231,850
-12,550
| -5% | -$1.24M | 0.05% | 239 |
|
|
2021
Q3 | $22.6M | Buy |
244,400
+5,747
| +2% | +$515K | 0.05% | 231 |
|
|
2021
Q2 | $20.7M | Buy |
238,653
+38,955
| +20% | +$3.39M | 0.05% | 246 |
|
|
2021
Q1 | $16.3M | Buy |
199,698
+6,234
| +3% | +$465K | 0.04% | 280 |
|
|
2020
Q4 | $12.3M | Buy |
193,464
+185,349
| +2,284% | +$10.6M | 0.03% | 306 |
|
|
2020
Q3 | $394K | Buy |
+8,115
| New | +$393K | ﹤0.01% | 731 |
|
|
2020
Q2 | – | Sell |
-8,115
| Closed | -$342K | – | 765 |
|
|
2020
Q1 | $342K | Sell |
8,115
-6
| -0.1% | -$338 | ﹤0.01% | 684 |
|
|
2019
Q4 | $484K | Sell |
8,121
-264
| -3% | -$15.2K | ﹤0.01% | 709 |
|
|
2019
Q3 | $461K | Buy |
8,385
+270
| +3% | +$14.7K | ﹤0.01% | 697 |
|
|
2019
Q2 | $457K | Sell |
8,115
-12
| -0.1% | -$684 | ﹤0.01% | 726 |
|
|
2019
Q1 | $436K | Buy |
8,127
+12
| +0.1% | +$643 | ﹤0.01% | 750 |
|
|
2018
Q4 | $403K | Hold |
8,115
| – | – | ﹤0.01% | 722 |
|
|
2018
Q3 | $498K | Hold |
8,115
| – | – | ﹤0.01% | 781 |
|
|
2018
Q2 | $483K | Hold |
8,115
| – | – | ﹤0.01% | 786 |
|
|
2018
Q1 | $484K | Hold |
8,115
| – | – | ﹤0.01% | 791 |
|
|
2017
Q4 | $483K | Sell |
8,115
-870
| -10% | -$50.1K | ﹤0.01% | 787 |
|
|
2017
Q3 | $505K | Buy |
+8,985
| New | +$485K | ﹤0.01% | 773 |
|
Other funds holding RJF
