Moisand Fitzgerald Tamayo’s Raymond James Financial RJF Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$39.2K	Hold	258	–	–	﹤0.01%	232
2026 Q1	$37.4K	Hold	258	–	–	﹤0.01%	223
2025 Q4	$41.4K	Sell	258 -31	-11%	-$5.01K	﹤0.01%	218
2025 Q3	$49.9K	Hold	289	–	–	0.01%	199
2025 Q2	$44.3K	Hold	289	–	–	0.01%	208
2025 Q1	$40.1K	Hold	289	–	–	0.01%	212
2024 Q4	$44.9K	Sell	289 -30	-9%	-$4.53K	0.01%	200
2024 Q3	$39.1K	Sell	319 -23	-7%	-$2.69K	0.01%	215
2024 Q2	$42.3K	Hold	342	–	–	0.01%	193
2024 Q1	$43.9K	Hold	342	–	–	0.01%	190
2023 Q4	$38.1K	Sell	342 -264	-44%	-$27.2K	0.01%	198
2023 Q3	$60.9K	Hold	606	–	–	0.01%	163
2023 Q2	$62.9K	Sell	606 -11	-2%	-$1.02K	0.01%	156
2023 Q1	$57.5K	Buy	617 +11	+2%	+$1.17K	0.01%	165
2022 Q4	$64.8K	Sell	606 -73	-11%	-$8.19K	0.01%	154
2022 Q3	$67K	Sell	679 -65	-9%	-$6.58K	0.02%	140
2022 Q2	$67K	Buy	744 +622	+510%	+$61K	0.02%	143
2022 Q1	$13K	Sell	122 -502	-80%	-$53.2K	0.01%	166
2021 Q4	$63K	Hold	624	–	–	0.02%	133
2021 Q3	$58K	Hold	624	–	–	0.02%	139
2021 Q2	$54K	Hold	624	–	–	0.02%	144
2021 Q1	$51K	Hold	624	–	–	0.02%	127
2020 Q4	$40K	Hold	624	–	–	0.02%	138
2020 Q3	$30K	Hold	624	–	–	0.02%	141
2020 Q2	$29K	Hold	624	–	–	0.02%	134
2020 Q1	$26K	Hold	624	–	–	0.02%	136
2019 Q4	$37K	Hold	624	–	–	0.02%	131
2019 Q3	$34K	Hold	624	–	–	0.02%	136
2019 Q2	$35K	Hold	624	–	–	0.02%	133
2019 Q1	$33K	Hold	624	–	–	0.02%	138
2018 Q4	$31K	Hold	624	–	–	0.02%	129
2018 Q3	$38K	Hold	624	–	–	0.02%	139
2018 Q2	$37K	Hold	624	–	–	0.02%	133
2018 Q1	$37K	Hold	624	–	–	0.02%	137
2017 Q4	$37K	Hold	624	–	–	0.02%	120
2017 Q3	$35K	Buy	+624	New	+$33.6K	0.02%	129
2016 Q2	–	Sell	-672	Closed	-$21K	–	168
2016 Q1	$21K	Hold	672	–	–	0.02%	127
2015 Q4	$26K	Buy	+672	New	+$25K	0.02%	115

Other funds holding RJF

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return