HBK Sorce Advisory’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 | $854K | Sell |
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|
2025
Q2 | $807K | Sell |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $828K | Sell |
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|
2024
Q3 | $658K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $762K | Sell |
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|
2023
Q4 | $688K | Sell |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $631K | Sell |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $514K | Buy |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $508K | Buy |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $373K | Sell |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $275K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $224K | Sell |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $234K | Buy |
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|
2017
Q3 | $210K | Buy |
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