Montag & Caldwell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.42M | Hold |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $906K | Sell |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $980K | Buy |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $587K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $494K | Buy |
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|
2019
Q3 | $322K | Buy |
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|
2019
Q2 | $307K | Hold |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q4 | $259K | Buy |
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|
2018
Q3 | $273K | Sell |
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|
2018
Q2 | $482K | Sell |
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|
2018
Q1 | $485K | Buy |
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|
2017
Q4 | $422K | Buy |
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|
2017
Q3 | $385K | Sell |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $874K | Sell |
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|
2016
Q4 | $1.29M | Buy |
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|
2016
Q3 | $1.04M | Sell |
|
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|
2016
Q2 | $937K | Buy |
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|
2016
Q1 | $901K | Sell |
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|
2015
Q4 | $1.1M | Buy |
|
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|
2015
Q3 | $924K | Buy |
|
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|
2015
Q2 | $1.08M | Sell |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $893K | Sell |
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|
2014
Q3 | $902K | Sell |
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|
2014
Q2 | $1.27M | Sell |
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|
2014
Q1 | $1.41M | Sell |
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|
2013
Q4 | $1.33M | Sell |
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|
2013
Q3 | $1.16M | Buy |
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|
2013
Q2 | $1.07M | Buy |
|