Mather Group’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 | $294K | Buy |
1,918
+38
| +2% | +$5.83K | ﹤0.01% | 502 |
|
|
2025
Q1 | $261K | Buy |
1,880
+207
| +12% | +$28.7K | ﹤0.01% | 517 |
|
|
2024
Q4 | $260K | Buy |
1,673
+150
| +10% | +$23.3K | ﹤0.01% | 495 |
|
|
2024
Q3 | $187K | Sell |
1,523
-62
| -4% | -$7.59K | ﹤0.01% | 598 |
|
|
2024
Q2 | $204K | Buy |
1,585
+39
| +3% | +$5.01K | ﹤0.01% | 608 |
|
|
2024
Q1 | $172K | Buy |
+1,546
| New | +$172K | ﹤0.01% | 563 |
|
|
2023
Q1 | – | Sell |
-1,903
| Closed | -$203K | – | 519 |
|
|
2022
Q4 | $203K | Buy |
+1,903
| New | +$203K | ﹤0.01% | 464 |
|