MassMutual Private Wealth & Trust’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
Q2
$116K Buy
765
+71
+10% +$10.8K ﹤0.01% 555
2026
Q1
$100K Sell
694
-53
-7% -$8.41K ﹤0.01% 571
2025
Q4
$120K Sell
747
-24
-3% -$3.88K ﹤0.01% 555
2025
Q3
$133K Buy
771
+7
+0.9% +$1.16K ﹤0.01% 523
2025
Q2
$117K Sell
764
-24
-3% -$3.44K ﹤0.01% 545
2025
Q1
$109K Buy
788
+195
+33% +$30.3K ﹤0.01% 534
2024
Q4
$92.1K Buy
593
+8
+1% +$1.21K ﹤0.01% 592
2024
Q3
$71.6K Sell
585
-110
-16% -$12.8K ﹤0.01% 588
2024
Q2
$85.9K Buy
695
+173
+33% +$21.4K ﹤0.01% 553
2024
Q1
$67K Sell
522
-36
-6% -$4.2K ﹤0.01% 552
2023
Q4
$62.2K Buy
558
+192
+52% +$19.8K ﹤0.01% 551
2023
Q3
$36.8K Buy
366
+103
+39% +$10.9K ﹤0.01% 666
2023
Q2
$27.3K Buy
263
+8
+3% +$743 ﹤0.01% 691
2023
Q1
$23.8K Buy
255
+44
+21% +$4.66K ﹤0.01% 685
2022
Q4
$23K Sell
211
-28
-12% -$3.14K ﹤0.01% 604
2022
Q3
$24K Sell
239
-59
-20% -$5.97K ﹤0.01% 560
2022
Q2
$27K Buy
298
+234
+366% +$22.9K ﹤0.01% 531
2022
Q1
$7K Buy
64
+7
+12% +$742 ﹤0.01% 844
2021
Q4
$6K Sell
57
-1
-2% -$99 ﹤0.01% 868
2021
Q3
$5K Sell
58
-1
-2% -$90 ﹤0.01% 895
2021
Q2
$5K Buy
59
+47
+392% +$4.09K ﹤0.01% 855
2021
Q1
$1K Buy
+12
New +$894 ﹤0.01% 1024
2018
Q1
Sell
-432
Closed -$25.7K 1069
2017
Q4
$25.7K Buy
+432
New +$24.9K ﹤0.01% 509
2016
Q1
Sell
-54
Closed -$2.09K 934
2015
Q4
$2.09K Sell
54
-69
-56% -$2.57K ﹤0.01% 654
2015
Q3
$4.39K Hold
123
﹤0.01% 637
2015
Q2
$4.16K Hold
123
﹤0.01% 584
2015
Q1
$4.66K Hold
123
﹤0.01% 601
2014
Q4
$4.7K Hold
123
﹤0.01% 504
2014
Q3
$4.39K Hold
123
﹤0.01% 615
2014
Q2
$4.16K Hold
123
﹤0.01% 451
2014
Q1
$4.59K Buy
123
+54
+78% +$1.89K ﹤0.01% 424
2013
Q4
$2.4K Buy
+69
New +$2.14K ﹤0.01% 418

Other funds holding RJF