Edgestream Partners’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 | $3.71M | Buy |
24,166
+7,762
| +47% | +$1.19M | 0.1% | 376 |
|
|
2025
Q1 | $2.28M | Buy |
+16,404
| New | +$2.28M | 0.08% | 453 |
|
|
2024
Q4 | – | Sell |
-15,997
| Closed | -$1.96M | – | 1044 |
|
|
2024
Q3 | $1.96M | Sell |
15,997
-17,062
| -52% | -$2.09M | 0.09% | 408 |
|
|
2024
Q2 | $4.09M | Buy |
+33,059
| New | +$4.09M | 0.2% | 168 |
|
|
2024
Q1 | – | Sell |
-11,648
| Closed | -$1.3M | – | 985 |
|
|
2023
Q4 | $1.3M | Buy |
+11,648
| New | +$1.3M | 0.09% | 367 |
|
|
2023
Q2 | – | Sell |
-60,955
| Closed | -$5.69M | – | 884 |
|
|
2023
Q1 | $5.69M | Buy |
60,955
+49,351
| +425% | +$4.6M | 0.63% | 22 |
|
|
2022
Q4 | $1.24M | Buy |
+11,604
| New | +$1.24M | 0.14% | 226 |
|
|
2021
Q1 | – | Sell |
-11,877
| Closed | -$758K | – | 435 |
|
|
2020
Q4 | $758K | Buy |
+11,877
| New | +$758K | 0.04% | 308 |
|