Geneva 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
$14.8M Buy
96,650
+2,149
+2% +$330K 0.25% 84
2025
Q1
$13.1M Sell
94,501
-2,318
-2% -$322K 0.25% 85
2024
Q4
$15M Sell
96,819
-11,468
-11% -$1.78M 0.26% 87
2024
Q3
$13.3M Sell
108,287
-3,931
-4% -$481K 0.22% 92
2024
Q2
$13.9M Sell
112,218
-12,497
-10% -$1.54M 0.25% 90
2024
Q1
$16M Sell
124,715
-3,276
-3% -$421K 0.28% 90
2023
Q4
$14.3M Sell
127,991
-4,742
-4% -$529K 0.27% 88
2023
Q3
$13.3M Sell
132,733
-4,422
-3% -$444K 0.28% 88
2023
Q2
$14.2M Sell
137,155
-8,596
-6% -$892K 0.28% 85
2023
Q1
$13.6M Sell
145,751
-57,486
-28% -$5.36M 0.28% 87
2022
Q4
$21.7M Sell
203,237
-26,694
-12% -$2.85M 0.49% 74
2022
Q3
$22.7M Sell
229,931
-4,419
-2% -$437K 0.52% 71
2022
Q2
$21M Sell
234,350
-3,700
-2% -$331K 0.48% 81
2022
Q1
$26.2M Sell
238,050
-54,068
-19% -$5.94M 0.51% 81
2021
Q4
$29.3M Sell
292,118
-7,586
-3% -$762K 0.47% 83
2021
Q3
$27.7M Sell
299,704
-15,395
-5% -$1.42M 0.47% 87
2021
Q2
$27.3M Sell
315,099
-14,643
-4% -$1.27M 0.44% 87
2021
Q1
$26.9M Sell
329,742
-16,274
-5% -$1.33M 0.46% 85
2020
Q4
$22.1M Sell
346,016
-37,936
-10% -$2.42M 0.37% 89
2020
Q3
$18.6M Sell
383,952
-19,697
-5% -$955K 0.38% 88
2020
Q2
$18.5M Sell
403,649
-8,613
-2% -$395K 0.4% 90
2020
Q1
$17.4M Buy
+412,262
New +$17.4M 0.49% 80
2014
Q3
$32.5M Sell
908,909
-220,959
-20% -$7.89M 0.95% 51
2014
Q2
$38.2M Sell
1,129,868
-67,081
-6% -$2.27M 0.94% 52
2014
Q1
$44.6M Buy
1,196,949
+586,906
+96% +$21.9M 1.04% 48
2013
Q4
$21.2M Buy
+610,043
New +$21.2M 0.48% 63