Everence Capital Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Sell |
2,080
-1,290
| -38% | -$198K | 0.02% | 558 |
|
|
2025
Q1 | $468K | Hold |
3,370
| – | – | 0.03% | 386 |
|
|
2024
Q4 | $523K | Hold |
3,370
| – | – | 0.03% | 353 |
|
|
2024
Q3 | $413K | Hold |
3,370
| – | – | 0.03% | 477 |
|
|
2024
Q2 | $411 | Hold |
3,370
| – | – | 0.03% | 447 |
|
|
2024
Q1 | $433 | Hold |
3,370
| – | – | 0.03% | 455 |
|
|
2023
Q4 | $376K | Buy |
+3,370
| New | +$376K | 0.03% | 507 |
|
|
2023
Q1 | – | Sell |
-3,120
| Closed | -$333 | – | 786 |
|
|
2022
Q4 | $333 | Sell |
3,120
-4,320
| -58% | -$461 | 0.03% | 502 |
|
|
2022
Q3 | $735K | Buy |
7,440
+3,790
| +104% | +$374K | 0.07% | 246 |
|
|
2022
Q2 | $326K | Buy |
+3,650
| New | +$326K | 0.03% | 489 |
|