Guinness Asset Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $818K | Buy |
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|
2025
Q2 | $632K | Buy |
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|
2025
Q1 | $559K | Sell |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $541K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $599K | Sell |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $694K | Hold |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $959K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $699K | Buy |
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|
2021
Q2 | $344K | Buy |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $181K | Sell |
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|
2020
Q3 | $153K | Hold |
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|
2020
Q2 | $144K | Hold |
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|
2020
Q1 | $133K | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $209K | Sell |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $270K | Hold |
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|
2018
Q3 | $334K | Sell |
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|
2018
Q2 | $369K | Hold |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $369K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | $243K | Buy |
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|
2017
Q1 | $201K | Sell |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $203K | Sell |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $261K | Hold |
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|
2015
Q4 | $318K | Hold |
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|
2015
Q3 | $272K | Hold |
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|
2015
Q2 | $326K | Buy |
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|
2015
Q1 | $260K | Buy |
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|
2014
Q4 | $239K | Hold |
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|
2014
Q3 | $224K | Sell |
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|
2014
Q2 | $222K | Buy |
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|
2014
Q1 | $206K | Buy |
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|
2013
Q4 | $82K | Buy |
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|
2013
Q3 | $45K | Buy |
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|
2013
Q2 | $34K | Buy |
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