Morgan Stanley’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
Q1 | $311M | Sell |
2,149,848
-471,373
| -18% | -$74.8M | 0.02% | 725 |
|
|
2025
Q4 | $421M | Sell |
2,621,221
-48,875
| -2% | -$7.89M | 0.03% | 593 |
|
|
2025
Q3 | $461M | Buy |
2,670,096
+421,357
| +19% | +$69.8M | 0.03% | 549 |
|
|
2025
Q2 | $345M | Sell |
2,248,739
-127,868
| -5% | -$18.3M | 0.02% | 633 |
|
|
2025
Q1 | $330M | Sell |
2,376,607
-447,948
| -16% | -$69.5M | 0.02% | 623 |
|
|
2024
Q4 | $439M | Buy |
2,824,555
+982,758
| +53% | +$148M | 0.03% | 520 |
|
|
2024
Q3 | $226M | Buy |
1,841,797
+103,743
| +6% | +$12.1M | 0.02% | 760 |
|
|
2024
Q2 | $215M | Sell |
1,738,054
-2,608
| -0.1% | -$322K | 0.02% | 771 |
|
|
2024
Q1 | $224M | Sell |
1,740,662
-1,660,388
| -49% | -$193M | 0.02% | 742 |
|
|
2023
Q4 | $379M | Buy |
3,401,050
+1,801,231
| +113% | +$185M | 0.02% | 795 |
|
|
2023
Q3 | $161M | Sell |
1,599,819
-274,305
| -15% | -$29M | 0.02% | 795 |
|
|
2023
Q2 | $194M | Buy |
1,874,124
+8,500
| +0.5% | +$789K | 0.02% | 725 |
|
|
2023
Q1 | $174M | Sell |
1,865,624
-412,648
| -18% | -$43.7M | 0.02% | 750 |
|
|
2022
Q4 | $243M | Buy |
2,278,272
+591,327
| +35% | +$66.4M | 0.03% | 610 |
|
|
2022
Q3 | $167M | Buy |
1,686,945
+112,335
| +7% | +$11.4M | 0.02% | 651 |
|
|
2022
Q2 | $141M | Buy |
1,574,610
+578,266
| +58% | +$56.7M | 0.02% | 742 |
|
|
2022
Q1 | $110M | Buy |
996,344
+340,086
| +52% | +$36M | 0.01% | 809 |
|
|
2021
Q4 | $65.9M | Buy |
656,258
+17,850
| +3% | +$1.76M | 0.01% | 1170 |
|
|
2021
Q3 | $58.9M | Sell |
638,408
-103,111
| -14% | -$9.24M | 0.01% | 1181 |
|
|
2021
Q2 | $64.2M | Sell |
741,519
-49,229
| -6% | -$4.29M | 0.01% | 1141 |
|
|
2021
Q1 | $64.6M | Buy |
790,748
+161,277
| +26% | +$12M | 0.01% | 1000 |
|
|
2020
Q4 | $40.1M | Sell |
629,471
-15,513
| -2% | -$888K | 0.01% | 1250 |
|
|
2020
Q3 | $31.3M | Buy |
644,984
+155,610
| +32% | +$7.53M | 0.01% | 1164 |
|
|
2020
Q2 | $22.5M | Buy |
489,374
+94,835
| +24% | +$4.27M | 0.01% | 1308 |
|
|
2020
Q1 | $16.6M | Buy |
394,539
+46,095
| +13% | +$2.6M | ﹤0.01% | 1411 |
|
|
2019
Q4 | $20.8M | Buy |
348,444
+77,712
| +29% | +$4.49M | ﹤0.01% | 1625 |
|
|
2019
Q3 | $14.9M | Sell |
270,732
-17,223
| -6% | -$936K | ﹤0.01% | 1741 |
|
|
2019
Q2 | $16.2M | Sell |
287,955
-20,100
| -7% | -$1.15M | ﹤0.01% | 1665 |
|
|
2019
Q1 | $16.5M | Sell |
308,055
-1,615,097
| -84% | -$86.5M | ﹤0.01% | 1591 |
|
|
2018
Q4 | $95.4M | Buy |
1,923,152
+1,095,845
| +132% | +$58.4M | 0.03% | 536 |
|
|
2018
Q3 | $50.8M | Buy |
827,307
+40,093
| +5% | +$2.47M | 0.01% | 950 |
|
|
2018
Q2 | $46.9M | Buy |
787,214
+212,762
| +37% | +$13.2M | 0.01% | 956 |
|
|
2018
Q1 | $34.2M | Buy |
574,452
+160,024
| +39% | +$9.96M | 0.01% | 1196 |
|
|
2017
Q4 | $24.7M | Sell |
414,428
-28,296
| -6% | -$1.63M | 0.01% | 1485 |
|
|
2017
Q3 | $24.9M | Buy |
442,724
+84,561
| +24% | +$4.56M | 0.01% | 1408 |
|
|
2017
Q2 | $19.2M | Sell |
358,163
-54,093
| -13% | -$2.72M | 0.01% | 1574 |
|
|
2017
Q1 | $21M | Sell |
412,256
-945,465
| -70% | -$48.1M | 0.01% | 1517 |
|
|
2016
Q4 | $62.7M | Buy |
1,357,721
+986,438
| +266% | +$43.6M | 0.02% | 750 |
|
|
2016
Q3 | $14.4M | Buy |
371,283
+12,108
| +3% | +$446K | ﹤0.01% | 1710 |
|
|
2016
Q2 | $11.8M | Buy |
359,175
+112,861
| +46% | +$3.86M | ﹤0.01% | 1844 |
|
|
2016
Q1 | $7.82M | Sell |
246,314
-40,723
| -14% | -$1.25M | ﹤0.01% | 2078 |
|
|
2015
Q4 | $11.1M | Sell |
287,037
-179,985
| -39% | -$6.71M | ﹤0.01% | 1889 |
|
|
2015
Q3 | $15.5M | Buy |
467,022
+38,379
| +9% | +$1.42M | 0.01% | 1595 |
|
|
2015
Q2 | $17M | Buy |
428,643
+186,790
| +77% | +$7.26M | 0.01% | 1641 |
|
|
2015
Q1 | $9.15M | Buy |
241,853
+29,445
| +14% | +$1.1M | ﹤0.01% | 2140 |
|
|
2014
Q4 | $8.11M | Sell |
212,408
-39,007
| -16% | -$1.43M | ﹤0.01% | 2259 |
|
|
2014
Q3 | $8.98M | Buy |
251,415
+83,448
| +50% | +$2.92M | ﹤0.01% | 2127 |
|
|
2014
Q2 | $5.68M | Buy |
167,967
+15,607
| +10% | +$521K | ﹤0.01% | 2546 |
|
|
2014
Q1 | $5.68M | Sell |
152,360
-50,428
| -25% | -$1.76M | ﹤0.01% | 2470 |
|
|
2013
Q4 | $7.06M | Buy |
202,788
+39,682
| +24% | +$1.23M | ﹤0.01% | 2246 |
|
|
2013
Q3 | $4.53M | Sell |
163,106
-7,024
| -4% | -$203K | ﹤0.01% | 2518 |
|
|
2013
Q2 | $4.87M | Buy |
+170,130
| New | +$4.92M | ﹤0.01% | 2351 |
|
Other funds holding RJF
VCM
VPM
