MPWT
MassMutual Private Wealth & Trust’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
764
-24
| -3% | -$3.68K | ﹤0.01% | 545 |
|
|
2025
Q1 | $109K | Buy |
788
+195
| +33% | +$27.1K | ﹤0.01% | 534 |
|
|
2024
Q4 | $92.1K | Buy |
593
+8
| +1% | +$1.24K | ﹤0.01% | 592 |
|
|
2024
Q3 | $71.6K | Sell |
585
-110
| -16% | -$13.5K | ﹤0.01% | 588 |
|
|
2024
Q2 | $85.9K | Buy |
695
+173
| +33% | +$21.4K | ﹤0.01% | 553 |
|
|
2024
Q1 | $67K | Sell |
522
-36
| -6% | -$4.62K | ﹤0.01% | 552 |
|
|
2023
Q4 | $62.2K | Buy |
558
+192
| +52% | +$21.4K | ﹤0.01% | 551 |
|
|
2023
Q3 | $36.8K | Buy |
366
+103
| +39% | +$10.3K | ﹤0.01% | 666 |
|
|
2023
Q2 | $27.3K | Buy |
263
+8
| +3% | +$830 | ﹤0.01% | 691 |
|
|
2023
Q1 | $23.8K | Buy |
255
+44
| +21% | +$4.1K | ﹤0.01% | 685 |
|
|
2022
Q4 | $23K | Sell |
211
-28
| -12% | -$3.05K | ﹤0.01% | 604 |
|
|
2022
Q3 | $24K | Sell |
239
-59
| -20% | -$5.93K | ﹤0.01% | 560 |
|
|
2022
Q2 | $27K | Buy |
298
+234
| +366% | +$21.2K | ﹤0.01% | 531 |
|
|
2022
Q1 | $7K | Buy |
64
+7
| +12% | +$766 | ﹤0.01% | 845 |
|
|
2021
Q4 | $6K | Sell |
57
-1
| -2% | -$105 | ﹤0.01% | 868 |
|
|
2021
Q3 | $5K | Buy |
58
+19
| +49% | +$1.64K | ﹤0.01% | 895 |
|
|
2021
Q2 | $5K | Buy |
39
+31
| +388% | +$3.97K | ﹤0.01% | 855 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1024 |
|
|
2018
Q1 | – | Sell |
-288
| Closed | -$25.7K | – | 1070 |
|
|
2017
Q4 | $25.7K | Buy |
+288
| New | +$25.7K | ﹤0.01% | 509 |
|
|
2016
Q1 | – | Sell |
-36
| Closed | -$2.09K | – | 934 |
|
|
2015
Q4 | $2.09K | Sell |
36
-46
| -56% | -$2.67K | ﹤0.01% | 654 |
|
|
2015
Q3 | $4.39K | Hold |
82
| – | – | ﹤0.01% | 637 |
|
|
2015
Q2 | $4.16K | Hold |
82
| – | – | ﹤0.01% | 584 |
|
|
2015
Q1 | $4.66K | Hold |
82
| – | – | ﹤0.01% | 601 |
|
|
2014
Q4 | $4.7K | Hold |
82
| – | – | ﹤0.01% | 504 |
|
|
2014
Q3 | $4.39K | Hold |
82
| – | – | ﹤0.01% | 615 |
|
|
2014
Q2 | $4.16K | Hold |
82
| – | – | ﹤0.01% | 451 |
|
|
2014
Q1 | $4.59K | Buy |
82
+36
| +78% | +$2.01K | ﹤0.01% | 424 |
|
|
2013
Q4 | $2.4K | Buy |
+46
| New | +$2.4K | ﹤0.01% | 418 |
|