Gladstone Institutional Advisory’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
$1.39M Buy
9,061
+409
+5% +$62.7K 0.06% 293
2025
Q1
$1.2M Sell
8,652
-976
-10% -$136K 0.06% 298
2024
Q4
$1.5M Sell
9,628
-233
-2% -$36.2K 0.07% 271
2024
Q3
$1.21M Buy
9,861
+845
+9% +$103K 0.06% 296
2024
Q2
$1.11M Buy
9,016
+289
+3% +$35.7K 0.06% 293
2024
Q1
$1.12M Sell
8,727
-277
-3% -$35.6K 0.06% 281
2023
Q4
$1M Buy
9,004
+224
+3% +$25K 0.06% 288
2023
Q3
$882K Buy
+8,780
New +$882K 0.06% 283