Evercore Wealth 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
Q2 | $372K | Hold |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $408K | Sell |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $254K | Hold |
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|
2022
Q4 | $291K | Hold |
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|
2022
Q3 | $270K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $300K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $273K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $14K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $13K | Hold |
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|
2014
Q1 | $14K | Hold |
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|
2013
Q4 | $13K | Hold |
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|
2013
Q3 | $11K | Hold |
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|
2013
Q2 | $11K | Buy |
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