IEQ Capital’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 | – | Sell |
-6,670
| Closed | -$926K | – | 1966 |
|
|
2025
Q1 | $926K | Sell |
6,670
-1,385
| -17% | -$192K | 0.01% | 779 |
|
|
2024
Q4 | $1.25M | Buy |
8,055
+2,944
| +58% | +$457K | 0.01% | 606 |
|
|
2024
Q3 | $626K | Buy |
5,111
+552
| +12% | +$67.6K | 0.01% | 682 |
|
|
2024
Q2 | $563K | Buy |
4,559
+456
| +11% | +$56.4K | 0.01% | 607 |
|
|
2024
Q1 | $527K | Buy |
4,103
+250
| +6% | +$32.1K | 0.01% | 605 |
|
|
2023
Q4 | $430K | Sell |
3,853
-13
| -0.3% | -$1.45K | 0.01% | 623 |
|
|
2023
Q3 | $388K | Buy |
3,866
+973
| +34% | +$97.7K | 0.01% | 650 |
|
|
2023
Q2 | $300K | Sell |
2,893
-918
| -24% | -$95.3K | 0.01% | 679 |
|
|
2023
Q1 | $355K | Sell |
3,811
-602
| -14% | -$56.1K | 0.01% | 677 |
|
|
2022
Q4 | $472K | Sell |
4,413
-308
| -7% | -$32.9K | 0.01% | 535 |
|
|
2022
Q3 | $467K | Buy |
4,721
+856
| +22% | +$84.7K | 0.01% | 547 |
|
|
2022
Q2 | $346K | Buy |
3,865
+709
| +22% | +$63.5K | 0.01% | 564 |
|
|
2022
Q1 | $347K | Buy |
3,156
+700
| +29% | +$77K | 0.01% | 601 |
|
|
2021
Q4 | $247K | Buy |
+2,456
| New | +$247K | 0.01% | 641 |
|