DIP
Davis Investment Partners’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Hold |
14,197
| – | – | 0.79% | 20 |
|
|
2025
Q1 | $1.92M | Hold |
14,197
| – | – | 0.85% | 18 |
|
|
2024
Q4 | $2.19M | Hold |
14,197
| – | – | 0.92% | 17 |
|
|
2024
Q3 | $1.76M | Hold |
14,197
| – | – | 0.74% | 25 |
|
|
2024
Q2 | $1.72M | Hold |
14,197
| – | – | 0.71% | 26 |
|
|
2024
Q1 | $1.8M | Hold |
14,197
| – | – | 0.79% | 20 |
|
|
2023
Q4 | $1.56M | Hold |
14,197
| – | – | 0.76% | 22 |
|
|
2023
Q3 | $1.4M | Hold |
14,197
| – | – | 0.74% | 21 |
|
|
2023
Q2 | $1.58M | Hold |
14,197
| – | – | 0.75% | 20 |
|
|
2023
Q1 | $1.28M | Buy |
14,197
+381
| +3% | +$34.4K | 0.68% | 24 |
|
|
2022
Q4 | $1.57M | Buy |
+13,816
| New | +$1.57M | 0.79% | 19 |
|