Heartland 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
$3.84M Buy
25,031
+6,204
+33% +$952K 0.21% 156
2025
Q1
$2.62M Sell
18,827
-18,164
-49% -$2.52M 0.15% 169
2024
Q4
$5.75M Buy
+36,991
New +$5.75M 0.31% 126
2022
Q1
Sell
-11,741
Closed -$1.18M 203
2021
Q4
$1.18M Sell
11,741
-5,738
-33% -$576K 0.07% 198
2021
Q3
$1.61M Sell
17,479
-14,633
-46% -$1.35M 0.1% 200
2021
Q2
$2.78M Sell
32,112
-51,494
-62% -$4.46M 0.16% 188
2021
Q1
$6.83M Sell
83,606
-71,943
-46% -$5.88M 0.43% 93
2020
Q4
$9.92M Buy
155,549
+13,478
+9% +$860K 0.71% 44
2020
Q3
$6.89M Sell
142,071
-960
-0.7% -$46.6K 0.6% 67
2020
Q2
$6.56M Buy
143,031
+63,636
+80% +$2.92M 0.58% 72
2020
Q1
$3.35M Buy
+79,395
New +$3.35M 0.36% 119