Kovitz Investment Group Partners
RJF icon

Kovitz Investment Group Partners’s Raymond James Financial RJF Stock Holding History

Kovitz Investment Group Partners’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.73M Sell
11,917
-451
-4% -$71.5K 0.04% 252
2025
Q4 		$1.99M Sell
12,368
-1,260
-9% -$203K 0.04% 235
2025
Q3 		$2.35M Sell
13,628
-764
-5% -$127K 0.01% 614
2025
Q2 		$2.21M Buy
14,392
+2,093
+17% +$300K 0.01% 612
2025
Q1 		$1.71M Buy
12,299
+6,625
+117% +$1.03M 0.01% 615
2024
Q4 		$882K Buy
5,674
+147
+3% +$22.2K ﹤0.01% 743
2024
Q3 		$356K Sell
5,527
-6,091
-52% -$711K ﹤0.01% 829
2024
Q2 		$1.44M Buy
11,618
+1,450
+14% +$179K 0.01% 477
2024
Q1 		$1.31M Buy
+10,168
New +$1.18M 0.02% 364

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