Dean Investment Associates’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 | $3.36M | Buy |
21,894
+1,056
| +5% | +$162K | 0.49% | 95 |
|
|
2025
Q1 | $2.89M | Sell |
20,838
-5,805
| -22% | -$806K | 0.43% | 112 |
|
|
2024
Q4 | $4.14M | Buy |
26,643
+1,155
| +5% | +$179K | 0.59% | 52 |
|
|
2024
Q3 | $3.12M | Sell |
25,488
-4,162
| -14% | -$510K | 0.42% | 107 |
|
|
2024
Q2 | $3.67M | Buy |
29,650
+5,196
| +21% | +$642K | 0.52% | 73 |
|
|
2024
Q1 | $3.14M | Buy |
24,454
+187
| +0.8% | +$24K | 0.43% | 95 |
|
|
2023
Q4 | $2.71M | Buy |
24,267
+1,340
| +6% | +$149K | 0.39% | 105 |
|
|
2023
Q3 | $2.3M | Buy |
22,927
+5,205
| +29% | +$523K | 0.38% | 101 |
|
|
2023
Q2 | $1.84M | Sell |
17,722
-488
| -3% | -$50.6K | 0.3% | 122 |
|
|
2023
Q1 | $1.7M | Sell |
18,210
-373
| -2% | -$34.8K | 0.27% | 129 |
|
|
2022
Q4 | $1.99M | Sell |
18,583
-505
| -3% | -$54K | 0.34% | 108 |
|
|
2022
Q3 | $1.89M | Sell |
19,088
-367
| -2% | -$36.3K | 0.38% | 100 |
|
|
2022
Q2 | $1.74M | Sell |
19,455
-52
| -0.3% | -$4.65K | 0.34% | 112 |
|
|
2022
Q1 | $2.14M | Sell |
19,507
-255
| -1% | -$28K | 0.38% | 101 |
|
|
2021
Q4 | $1.98M | Sell |
19,762
-1,327
| -6% | -$133K | 0.35% | 109 |
|
|
2021
Q3 | $1.95M | Sell |
21,089
-600
| -3% | -$55.4K | 0.37% | 108 |
|
|
2021
Q2 | $1.88M | Sell |
21,689
-208
| -0.9% | -$18K | 0.35% | 118 |
|
|
2021
Q1 | $1.79M | Sell |
21,897
-392
| -2% | -$32K | 0.34% | 127 |
|
|
2020
Q4 | $1.42M | Buy |
22,289
+1,491
| +7% | +$95.1K | 0.29% | 144 |
|
|
2020
Q3 | $1.01M | Buy |
20,798
+4,488
| +28% | +$218K | 0.24% | 166 |
|
|
2020
Q2 | $748K | Buy |
16,310
+77
| +0.5% | +$3.53K | 0.18% | 181 |
|
|
2020
Q1 | $684K | Buy |
+16,233
| New | +$684K | 0.15% | 184 |
|