Deseret Mutual Benefit Administrators’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 | $29.4K | Hold |
192
| – | – | 0.01% | 385 |
|
|
2025
Q1 | $26.7K | Hold |
192
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $29.8K | Hold |
192
| – | – | 0.01% | 381 |
|
|
2024
Q3 | $23.5K | Hold |
192
| – | – | 0.01% | 410 |
|
|
2024
Q2 | $23.7K | Hold |
192
| – | – | 0.01% | 407 |
|
|
2024
Q1 | $24.7K | Hold |
192
| – | – | 0.01% | 408 |
|
|
2023
Q4 | $21.4K | Sell |
192
-51
| -21% | -$5.69K | 0.01% | 415 |
|
|
2023
Q3 | $24.4K | Sell |
243
-15
| -6% | -$1.51K | 0.01% | 414 |
|
|
2023
Q2 | $26.8K | Hold |
258
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $24.1K | Hold |
258
| – | – | 0.01% | 417 |
|
|
2022
Q4 | $27.6K | Sell |
258
-212
| -45% | -$22.7K | 0.01% | 393 |
|
|
2022
Q3 | $46K | Sell |
470
-112
| -19% | -$11K | 0.01% | 399 |
|
|
2022
Q2 | $52K | Hold |
582
| – | – | 0.01% | 419 |
|
|
2022
Q1 | $64K | Sell |
582
-130
| -18% | -$14.3K | 0.01% | 423 |
|
|
2021
Q4 | $71K | Hold |
712
| – | – | 0.01% | 435 |
|
|
2021
Q3 | $66K | Sell |
712
-265
| -27% | -$24.6K | 0.01% | 428 |
|
|
2021
Q2 | $85K | Buy |
+977
| New | +$85K | 0.02% | 411 |
|