Klingman & Associates’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 | $1.88M | Buy |
12,239
+36
| +0.3% | +$5.52K | 0.1% | 82 |
|
|
2025
Q1 | $1.7M | Buy |
12,203
+1,713
| +16% | +$238K | 0.1% | 80 |
|
|
2024
Q4 | $1.63M | Buy |
10,490
+23
| +0.2% | +$3.57K | 0.1% | 81 |
|
|
2024
Q3 | $1.28M | Buy |
10,467
+31
| +0.3% | +$3.8K | 0.08% | 99 |
|
|
2024
Q2 | $1.29M | Buy |
10,436
+27
| +0.3% | +$3.34K | 0.09% | 83 |
|
|
2024
Q1 | $1.34M | Buy |
10,409
+1,343
| +15% | +$172K | 0.09% | 82 |
|
|
2023
Q4 | $1.01M | Buy |
9,066
+11
| +0.1% | +$1.23K | 0.07% | 92 |
|
|
2023
Q3 | $909K | Buy |
+9,055
| New | +$909K | 0.07% | 95 |
|
|
2022
Q4 | – | Sell |
-2,745
| Closed | -$271K | – | 206 |
|
|
2022
Q3 | $271K | Buy |
+2,745
| New | +$271K | 0.03% | 155 |
|