Essex Financial Services’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
Q2 | $325K | Buy |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $429K | Sell |
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|
2024
Q3 | $389K | Sell |
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|
2024
Q2 | $314K | Sell |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $457K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $405K | Buy |
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|
2020
Q4 | $212K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $402K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $903K | Buy |
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|
2015
Q4 | $251K | Sell |
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|
2015
Q3 | $941K | Hold |
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|
2015
Q2 | $1.13M | Hold |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $864K | Hold |
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|
2014
Q3 | $808K | Hold |
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|
2014
Q2 | $765K | Hold |
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|
2014
Q1 | $843K | Hold |
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|
2013
Q4 | $787K | Buy |
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|
2013
Q3 | $572 | Hold |
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|
2013
Q2 | $589K | Buy |
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