FI
Financial Insights’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,061
| Closed | -$286K | – | 132 |
|
|
2025
Q1 | $286K | Hold |
2,061
| – | – | 0.11% | 85 |
|
|
2024
Q4 | $320K | Hold |
2,061
| – | – | 0.12% | 81 |
|
|
2024
Q3 | $252K | Hold |
2,061
| – | – | 0.08% | 126 |
|
|
2024
Q2 | $255K | Hold |
2,061
| – | – | 0.07% | 144 |
|
|
2024
Q1 | $265K | Hold |
2,061
| – | – | 0.07% | 143 |
|
|
2023
Q4 | $230K | Buy |
+2,061
| New | +$230K | 0.07% | 147 |
|
|
2023
Q3 | – | Sell |
-2,061
| Closed | -$214K | – | 155 |
|
|
2023
Q2 | $214K | Buy |
+2,061
| New | +$214K | 0.08% | 148 |
|
|
2023
Q1 | – | Sell |
-2,128
| Closed | -$227K | – | 171 |
|
|
2022
Q4 | $227K | Buy |
2,128
+13
| +0.6% | +$1.39K | 0.11% | 132 |
|
|
2022
Q3 | $209K | Buy |
+2,115
| New | +$209K | 0.14% | 118 |
|
|
2022
Q2 | – | Sell |
-2,061
| Closed | -$227K | – | 90 |
|
|
2022
Q1 | $227K | Hold |
2,061
| – | – | 0.21% | 71 |
|
|
2021
Q4 | $207K | Buy |
+2,061
| New | +$207K | 0.18% | 83 |
|
|
2021
Q3 | – | Sell |
-1,375
| Closed | -$1.79M | – | 189 |
|
|
2021
Q2 | $1.79M | Buy |
+1,375
| New | +$1.79M | 0.15% | 85 |
|