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 |
|