Great Lakes Advisors’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 | $264K | Buy |
1,720
+92
| +6% | +$14.1K | ﹤0.01% | 721 |
|
|
2025
Q1 | $226K | Buy |
1,628
+21
| +1% | +$2.92K | ﹤0.01% | 743 |
|
|
2024
Q4 | $250K | Buy |
+1,607
| New | +$250K | ﹤0.01% | 752 |
|
|
2024
Q2 | – | Sell |
-1,564
| Closed | -$201K | – | 888 |
|
|
2024
Q1 | $201K | Sell |
1,564
-293
| -16% | -$37.6K | ﹤0.01% | 782 |
|
|
2023
Q4 | $207K | Buy |
+1,857
| New | +$207K | ﹤0.01% | 743 |
|
|
2022
Q2 | – | Sell |
-2,651
| Closed | -$291K | – | 736 |
|
|
2022
Q1 | $291K | Buy |
+2,651
| New | +$291K | ﹤0.01% | 607 |
|
|
2018
Q4 | – | Sell |
-24,282
| Closed | -$1.49M | – | 616 |
|
|
2018
Q3 | $1.49M | Sell |
24,282
-5,951
| -20% | -$365K | 0.03% | 351 |
|
|
2018
Q2 | $1.8M | Sell |
30,233
-745
| -2% | -$44.4K | 0.04% | 334 |
|
|
2018
Q1 | $1.85M | Buy |
30,978
+21,409
| +224% | +$1.28M | 0.04% | 321 |
|
|
2017
Q4 | $570K | Buy |
+9,569
| New | +$570K | 0.01% | 443 |
|