EGM
Engineers Gate Manager’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
8,207
+2,872
| +54% | +$440K | 0.02% | 994 |
|
|
2025
Q1 | $741K | Buy |
+5,335
| New | +$741K | 0.01% | 1233 |
|
|
2023
Q2 | – | Sell |
-51,561
| Closed | -$4.81M | – | 1980 |
|
|
2023
Q1 | $4.81M | Buy |
51,561
+31,960
| +163% | +$2.98M | 0.2% | 116 |
|
|
2022
Q4 | $2.09M | Buy |
+19,601
| New | +$2.09M | 0.13% | 176 |
|
|
2021
Q1 | – | Sell |
-2,300
| Closed | -$220K | – | 2080 |
|
|
2020
Q4 | $220K | Sell |
2,300
-20,332
| -90% | -$1.94M | 0.01% | 1467 |
|
|
2020
Q3 | $1.65M | Sell |
22,632
-1,757
| -7% | -$128K | 0.08% | 376 |
|
|
2020
Q2 | $1.68M | Buy |
24,389
+16,468
| +208% | +$1.13M | 0.09% | 349 |
|
|
2020
Q1 | $501K | Buy |
7,921
+4,885
| +161% | +$309K | 0.04% | 760 |
|
|
2019
Q4 | $272K | Sell |
3,036
-427
| -12% | -$38.3K | 0.01% | 1303 |
|
|
2019
Q3 | $286K | Sell |
3,463
-40,857
| -92% | -$3.37M | 0.01% | 1024 |
|
|
2019
Q2 | $3.75M | Buy |
+44,320
| New | +$3.75M | 0.21% | 139 |
|
|
2018
Q4 | – | Sell |
-44,494
| Closed | -$4.1M | – | 1088 |
|
|
2018
Q3 | $4.1M | Buy |
44,494
+26,425
| +146% | +$2.43M | 0.31% | 82 |
|
|
2018
Q2 | $1.61M | Buy |
+18,069
| New | +$1.61M | 0.13% | 260 |
|
|
2017
Q4 | – | Sell |
-18,743
| Closed | -$1.58M | – | 838 |
|
|
2017
Q3 | $1.58M | Sell |
18,743
-4,363
| -19% | -$368K | 0.13% | 300 |
|
|
2017
Q2 | $1.85M | Buy |
23,106
+3,087
| +15% | +$248K | 0.17% | 236 |
|
|
2017
Q1 | $1.53M | Sell |
20,019
-30,800
| -61% | -$2.35M | 0.15% | 260 |
|
|
2016
Q4 | $3.52M | Buy |
50,819
+36,436
| +253% | +$2.52M | 0.38% | 77 |
|
|
2016
Q3 | $837K | Buy |
+14,383
| New | +$837K | 0.09% | 366 |
|
|
2016
Q2 | – | Sell |
-6,687
| Closed | -$318K | – | 808 |
|
|
2016
Q1 | $318K | Buy |
+6,687
| New | +$318K | 0.02% | 555 |
|
|
2015
Q3 | – | Sell |
-14,488
| Closed | -$863K | – | 894 |
|
|
2015
Q2 | $863K | Sell |
14,488
-9,838
| -40% | -$586K | 0.08% | 447 |
|
|
2015
Q1 | $1.38M | Buy |
+24,326
| New | +$1.38M | 0.18% | 169 |
|