Greenleaf Trust’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 | $468K | Buy |
3,052
+318
| +12% | +$48.8K | ﹤0.01% | 502 |
|
|
2025
Q1 | $380K | Sell |
2,734
-1,264
| -32% | -$176K | ﹤0.01% | 572 |
|
|
2024
Q4 | $621K | Buy |
3,998
+104
| +3% | +$16.2K | 0.01% | 455 |
|
|
2024
Q3 | $477K | Sell |
3,894
-30
| -0.8% | -$3.67K | ﹤0.01% | 530 |
|
|
2024
Q2 | $485K | Buy |
3,924
+15
| +0.4% | +$1.85K | ﹤0.01% | 485 |
|
|
2024
Q1 | $502K | Buy |
3,909
+36
| +0.9% | +$4.62K | ﹤0.01% | 480 |
|
|
2023
Q4 | $432K | Buy |
3,873
+190
| +5% | +$21.2K | ﹤0.01% | 503 |
|
|
2023
Q3 | $370K | Buy |
3,683
+118
| +3% | +$11.9K | ﹤0.01% | 523 |
|
|
2023
Q2 | $370K | Sell |
3,565
-249
| -7% | -$25.8K | ﹤0.01% | 535 |
|
|
2023
Q1 | $356K | Sell |
3,814
-307
| -7% | -$28.6K | ﹤0.01% | 545 |
|
|
2022
Q4 | $440K | Buy |
4,121
+81
| +2% | +$8.65K | 0.01% | 480 |
|
|
2022
Q3 | $399K | Sell |
4,040
-90
| -2% | -$8.89K | 0.01% | 453 |
|
|
2022
Q2 | $369K | Buy |
4,130
+774
| +23% | +$69.2K | 0.01% | 491 |
|
|
2022
Q1 | $369K | Buy |
3,356
+193
| +6% | +$21.2K | ﹤0.01% | 510 |
|
|
2021
Q4 | $318K | Buy |
3,163
+122
| +4% | +$12.3K | ﹤0.01% | 584 |
|
|
2021
Q3 | $281K | Buy |
3,041
+143
| +5% | +$13.2K | ﹤0.01% | 599 |
|
|
2021
Q2 | $251K | Sell |
2,898
-27
| -0.9% | -$2.34K | ﹤0.01% | 634 |
|
|
2021
Q1 | $239K | Buy |
+2,925
| New | +$239K | ﹤0.01% | 628 |
|
|
2018
Q3 | – | Sell |
-3,641
| Closed | -$217K | – | 552 |
|
|
2018
Q2 | $217K | Buy |
+3,641
| New | +$217K | ﹤0.01% | 454 |
|
|
2018
Q1 | – | Sell |
-105
| Closed | -$6K | – | 638 |
|
|
2017
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 674 |
|
|
2017
Q3 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 674 |
|