Dock Street Asset Management’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 | $552K | Buy |
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|
2025
Q2 | $490K | Hold |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $600K | Sell |
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|
2024
Q3 | $522K | Sell |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $639K | Hold |
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|
2023
Q4 | $555K | Hold |
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|
2023
Q3 | $500K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $464K | Hold |
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|
2022
Q4 | $532K | Hold |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $547K | Hold |
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|
2021
Q4 | $500K | Hold |
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|
2021
Q3 | $459K | Sell |
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|
2021
Q2 | $431K | Hold |
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|
2021
Q1 | $407K | Hold |
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|
2020
Q4 | $318K | Hold |
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|
2020
Q3 | $242K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $210K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $347K | Sell |
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|
2019
Q2 | $380K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $414K | Hold |
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|
2018
Q2 | $402K | Sell |
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|
2018
Q1 | $557K | Sell |
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|
2017
Q4 | $580K | Buy |
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|
2017
Q3 | $253K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $208K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $372K | Hold |
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|
2014
Q3 | $348K | Hold |
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|
2014
Q2 | $330K | Hold |
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|
2014
Q1 | $364K | Hold |
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|
2013
Q4 | $339K | Hold |
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|
2013
Q3 | $271K | Hold |
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|
2013
Q2 | $279K | Buy |
|