Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.6M | Buy |
258,909
+254,298
| +5,515% | +$40.3M | 0.02% | 427 |
|
|
2025
Q4 | $740K | Buy |
4,611
+249
| +6% | +$40.2K | ﹤0.01% | 1349 |
|
|
2025
Q3 | $766K | Buy |
4,362
+751
| +21% | +$124K | ﹤0.01% | 1231 |
|
|
2025
Q2 | $553K | Buy |
3,611
+762
| +27% | +$109K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $396K | Buy |
2,849
+1,838
| +182% | +$285K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $157K | Buy |
1,011
+234
| +30% | +$35.3K | ﹤0.01% | 1454 |
|
|
2024
Q3 | $95.2K | Buy |
777
+427
| +122% | +$49.9K | ﹤0.01% | 1422 |
|
|
2024
Q2 | $43.3K | Buy |
350
+263
| +302% | +$32.5K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $11.2K | Buy |
87
+2
| +2% | +$233 | ﹤0.01% | 1043 |
|
|
2023
Q4 | $9.48K | Buy |
85
+64
| +305% | +$6.59K | ﹤0.01% | 689 |
|
|
2023
Q3 | $2.11K | Buy |
+21
| New | +$2.22K | ﹤0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-32
| Closed | -$2.98K | – | 583 |
|
|
2023
Q1 | $2.98K | Buy |
32
+30
| +1,500% | +$3.18K | ﹤0.01% | 546 |
|
|
2022
Q4 | $0 | Buy |
+2
| New | +$224 | ﹤0.01% | 767 |
|
|
2022
Q3 | – | Sell |
-171
| Closed | -$15K | – | 701 |
|
|
2022
Q2 | $15K | Buy |
+171
| New | +$16.8K | ﹤0.01% | 439 |
|
|
2022
Q1 | – | Sell |
-128
| Closed | -$13K | – | 815 |
|
|
2021
Q4 | $13K | Sell |
128
-1
| -0.8% | -$99 | ﹤0.01% | 522 |
|
|
2021
Q3 | $12K | Hold |
129
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $11K | Sell |
129
-54
| -30% | -$4.7K | ﹤0.01% | 465 |
|
|
2021
Q1 | $15K | Buy |
183
+154
| +531% | +$11.5K | ﹤0.01% | 489 |
|
|
2020
Q4 | $2K | Buy |
+29
| New | +$1.66K | ﹤0.01% | 625 |
|
Other funds holding RJF
VCM
VPM
