Harbor Investment 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 | $355K | Hold |
2,317
| – | – | 0.03% | 307 |
|
|
2025
Q1 | $322K | Hold |
2,317
| – | – | 0.03% | 305 |
|
|
2024
Q4 | $360K | Hold |
2,317
| – | – | 0.03% | 276 |
|
|
2024
Q3 | $284K | Hold |
2,317
| – | – | 0.03% | 297 |
|
|
2024
Q2 | $286K | Hold |
2,317
| – | – | 0.03% | 288 |
|
|
2024
Q1 | $298K | Hold |
2,317
| – | – | 0.03% | 280 |
|
|
2023
Q4 | $258K | Hold |
2,317
| – | – | 0.03% | 288 |
|
|
2023
Q3 | $233K | Sell |
2,317
-1,559
| -40% | -$157K | 0.03% | 285 |
|
|
2023
Q2 | $402K | Buy |
3,876
+3
| +0.1% | +$311 | 0.06% | 246 |
|
|
2023
Q1 | $361K | Sell |
3,873
-158
| -4% | -$14.7K | 0.05% | 262 |
|
|
2022
Q4 | $431K | Hold |
4,031
| – | – | 0.07% | 219 |
|
|
2022
Q3 | $398K | Hold |
4,031
| – | – | 0.07% | 225 |
|
|
2022
Q2 | $360K | Sell |
4,031
-427
| -10% | -$38.1K | 0.06% | 241 |
|
|
2022
Q1 | $490K | Hold |
4,458
| – | – | 0.07% | 223 |
|
|
2021
Q4 | $448K | Hold |
4,458
| – | – | 0.06% | 239 |
|
|
2021
Q3 | $411K | Sell |
4,458
-2
| -0% | -$184 | 0.06% | 251 |
|
|
2021
Q2 | $386K | Sell |
4,460
-277
| -6% | -$24K | 0.05% | 262 |
|
|
2021
Q1 | $387K | Hold |
4,737
| – | – | 0.06% | 239 |
|
|
2020
Q4 | $302K | Buy |
4,737
+523
| +12% | +$33.3K | 0.05% | 247 |
|
|
2020
Q3 | $204K | Buy |
4,214
+561
| +15% | +$27.2K | 0.04% | 275 |
|
|
2020
Q2 | $168K | Buy |
3,653
+23
| +0.6% | +$1.06K | 0.04% | 276 |
|
|
2020
Q1 | $153K | Buy |
3,630
+630
| +21% | +$26.6K | 0.04% | 264 |
|
|
2019
Q4 | $179K | Buy |
+3,000
| New | +$179K | 0.04% | 256 |
|