Cumberland 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
$3.21M Buy
2025
Q2
$1.4M Buy
2025
Q1
$1.07M Sell
2024
Q4
$1.35M Sell
2024
Q3
$1.11M Buy
2024
Q2
$902K Buy
2024
Q1
$719K Sell
2023
Q4
$714K Buy
2023
Q1
Sell
2022
Q4
$1.08M Sell
2022
Q3
$1.08M Sell
2022
Q2
$1.01M Buy
2022
Q1
$1.19M Buy
2021
Q4
$989K Buy
2021
Q3
$651K Buy