Empire Life Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
13,419
+67
| +0.5% | +$10.6K | 0.12% | 87 |
|
|
2025
Q4 | $2.14M | Buy |
13,352
+35
| +0.3% | +$5.65K | 0.12% | 89 |
|
|
2025
Q3 | $2.3M | Buy |
13,317
+203
| +2% | +$33.6K | 0.13% | 86 |
|
|
2025
Q2 | $2.01M | Sell |
13,114
-239
| -2% | -$34.2K | 0.13% | 90 |
|
|
2025
Q1 | $1.85M | Sell |
13,353
-1,799
| -12% | -$279K | 0.12% | 91 |
|
|
2024
Q4 | $2.35M | Buy |
15,152
+125
| +0.8% | +$18.9K | 0.15% | 83 |
|
|
2024
Q3 | $1.84M | Hold |
15,027
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $1.86M | Buy |
15,027
+202
| +1% | +$24.9K | 0.12% | 75 |
|
|
2024
Q1 | $1.9M | Hold |
14,825
| – | – | 0.12% | 73 |
|
|
2023
Q4 | $1.65M | Buy |
14,825
+287
| +2% | +$29.5K | 0.11% | 78 |
|
|
2023
Q3 | $1.46M | Sell |
14,538
-166
| -1% | -$17.6K | 0.11% | 72 |
|
|
2023
Q2 | $1.53M | Buy |
14,704
+168
| +1% | +$15.6K | 0.1% | 69 |
|
|
2023
Q1 | $1.36M | Buy |
14,536
+303
| +2% | +$32.1K | 0.1% | 70 |
|
|
2022
Q4 | $1.52M | Sell |
14,233
-34
| -0.2% | -$3.82K | 0.1% | 69 |
|
|
2022
Q3 | $1.41M | Buy |
14,267
+160
| +1% | +$16.2K | 0.11% | 73 |
|
|
2022
Q2 | $1.26M | Buy |
14,107
+462
| +3% | +$45.3K | 0.09% | 77 |
|
|
2022
Q1 | $1.5M | Hold |
13,645
| – | – | 0.1% | 80 |
|
|
2021
Q4 | $1.37M | Buy |
13,645
+995
| +8% | +$98.3K | 0.08% | 83 |
|
|
2021
Q3 | $1.17M | Buy |
12,650
+215
| +2% | +$19.3K | 0.08% | 84 |
|
|
2021
Q2 | $1.08M | Buy |
12,435
+712
| +6% | +$62K | 0.07% | 84 |
|
|
2021
Q1 | $958K | Buy |
11,723
+1,400
| +14% | +$104K | 0.07% | 91 |
|
|
2020
Q4 | $658K | Buy |
10,323
+466
| +5% | +$26.7K | 0.05% | 93 |
|
|
2020
Q3 | $478K | Hold |
9,857
| – | – | 0.04% | 92 |
|
|
2020
Q2 | $452K | Sell |
9,857
-25
| -0.3% | -$1.13K | 0.04% | 85 |
|
|
2020
Q1 | $416K | Sell |
9,882
-69
| -0.7% | -$3.89K | 0.04% | 94 |
|
|
2019
Q4 | $593K | Buy |
9,951
+511
| +5% | +$29.5K | 0.05% | 82 |
|
|
2019
Q3 | $519K | Buy |
9,440
+126
| +1% | +$6.84K | 0.04% | 85 |
|
|
2019
Q2 | $524K | Buy |
9,314
+186
| +2% | +$10.6K | 0.04% | 88 |
|
|
2019
Q1 | $489K | Buy |
9,128
+1,157
| +15% | +$62K | 0.04% | 87 |
|
|
2018
Q4 | $395K | Buy |
7,971
+243
| +3% | +$12.9K | 0.04% | 85 |
|
|
2018
Q3 | $474K | Buy |
7,728
+112
| +1% | +$6.9K | 0.04% | 92 |
|
|
2018
Q2 | $454K | Sell |
7,616
-802
| -10% | -$49.8K | 0.03% | 96 |
|
|
2018
Q1 | $502K | Hold |
8,418
| – | – | 0.04% | 92 |
|
|
2017
Q4 | $501K | Hold |
8,418
| – | – | 0.04% | 86 |
|
|
2017
Q3 | $473K | Buy |
8,418
+865
| +11% | +$46.6K | 0.04% | 89 |
|
|
2017
Q2 | $403K | Hold |
7,553
| – | – | 0.04% | 90 |
|
|
2017
Q1 | $246K | Sell |
7,553
-598
| -7% | -$30.4K | 0.02% | 99 |
|
|
2016
Q4 | $367K | Buy |
+8,151
| New | +$360K | 0.03% | 85 |
|
Other funds holding RJF
VCM
VPM
