EWM
Evercore Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Hold |
2,428
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $337K | Sell |
2,428
-200
| -8% | -$27.8K | 0.01% | 318 |
|
|
2024
Q4 | $408K | Sell |
2,628
-100
| -4% | -$15.5K | 0.01% | 301 |
|
|
2024
Q3 | $334K | Hold |
2,728
| – | – | 0.01% | 325 |
|
|
2024
Q2 | $337K | Hold |
2,728
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $350K | Hold |
2,728
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $304K | Hold |
2,728
| – | – | 0.01% | 343 |
|
|
2023
Q3 | $274K | Hold |
2,728
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $283K | Hold |
2,728
| – | – | 0.01% | 343 |
|
|
2023
Q1 | $254K | Hold |
2,728
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $291K | Hold |
2,728
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $270K | Hold |
2,728
| – | – | 0.01% | 327 |
|
|
2022
Q2 | $244K | Hold |
2,728
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $300K | Sell |
2,728
-300
| -10% | -$33K | 0.01% | 352 |
|
|
2021
Q4 | $304K | Sell |
3,028
-126
| -4% | -$12.7K | ﹤0.01% | 356 |
|
|
2021
Q3 | $291K | Buy |
3,154
+1,051
| +50% | +$97K | 0.01% | 370 |
|
|
2021
Q2 | $273K | Sell |
2,103
-16
| -0.8% | -$2.08K | 0.01% | 381 |
|
|
2021
Q1 | $260K | Buy |
+2,119
| New | +$260K | 0.01% | 387 |
|
|
2015
Q1 | – | Sell |
-252
| Closed | -$14K | – | 1030 |
|
|
2014
Q4 | $14K | Hold |
252
| – | – | ﹤0.01% | 712 |
|
|
2014
Q3 | $14K | Hold |
252
| – | – | ﹤0.01% | 786 |
|
|
2014
Q2 | $13K | Hold |
252
| – | – | ﹤0.01% | 803 |
|
|
2014
Q1 | $14K | Hold |
252
| – | – | ﹤0.01% | 795 |
|
|
2013
Q4 | $13K | Hold |
252
| – | – | ﹤0.01% | 741 |
|
|
2013
Q3 | $11K | Hold |
252
| – | – | ﹤0.01% | 747 |
|
|
2013
Q2 | $11K | Buy |
+252
| New | +$11K | ﹤0.01% | 717 |
|