Kovitz Investment Group Partners’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 | $2.21M | Buy |
14,392
+2,093
| +17% | +$321K | 0.01% | 611 |
|
|
2025
Q1 | $1.71M | Buy |
12,299
+6,625
| +117% | +$920K | 0.01% | 614 |
|
|
2024
Q4 | $882K | Buy |
5,674
+147
| +3% | +$22.8K | ﹤0.01% | 741 |
|
|
2024
Q3 | $356K | Sell |
5,527
-6,091
| -52% | -$392K | ﹤0.01% | 827 |
|
|
2024
Q2 | $1.44M | Buy |
11,618
+1,450
| +14% | +$179K | 0.01% | 475 |
|
|
2024
Q1 | $1.31M | Buy |
+10,168
| New | +$1.31M | 0.02% | 362 |
|