Mount Yale Investment Advisors’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 | $2.79M | Buy |
19,243
+5,904
| +44% | +$936K | 0.07% | 305 |
|
|
2025
Q4 | $2.14M | Buy |
13,339
+2,905
| +28% | +$469K | 0.1% | 181 |
|
|
2025
Q3 | $1.8M | Buy |
10,434
+812
| +8% | +$135K | 0.13% | 175 |
|
|
2025
Q2 | $1.48M | Buy |
9,622
+913
| +10% | +$131K | 0.12% | 158 |
|
|
2025
Q1 | $1.21M | Sell |
8,709
-9,978
| -53% | -$1.55M | 0.1% | 169 |
|
|
2024
Q4 | $2.9M | Sell |
18,687
-9,415
| -34% | -$1.42M | 0.23% | 88 |
|
|
2024
Q3 | $3.44M | Sell |
28,102
-801
| -3% | -$93.6K | 0.33% | 71 |
|
|
2024
Q2 | $3.57M | Sell |
28,903
-664
| -2% | -$82K | 0.28% | 74 |
|
|
2024
Q1 | $3.8M | Buy |
29,567
+12,809
| +76% | +$1.49M | 0.29% | 75 |
|
|
2023
Q4 | $1.87M | Sell |
16,758
-200
| -1% | -$20.6K | 0.18% | 128 |
|
|
2023
Q3 | $1.7M | Buy |
16,958
+599
| +4% | +$63.4K | 0.19% | 124 |
|
|
2023
Q2 | $1.7M | Buy |
16,359
+30
| +0.2% | +$2.79K | 0.18% | 125 |
|
|
2023
Q1 | $1.52M | Sell |
16,329
-1,265
| -7% | -$134K | 0.17% | 125 |
|
|
2022
Q4 | $1.88M | Sell |
17,594
-1,980
| -10% | -$222K | 0.21% | 106 |
|
|
2022
Q3 | $1.93M | Sell |
19,574
-1,374
| -7% | -$139K | 0.26% | 95 |
|
|
2022
Q2 | $1.87M | Sell |
20,948
-220
| -1% | -$21.6K | 0.24% | 100 |
|
|
2022
Q1 | $2.33M | Sell |
21,168
-1,124
| -5% | -$119K | 0.25% | 93 |
|
|
2021
Q4 | $2.24M | Sell |
22,292
-364
| -2% | -$36K | 0.23% | 104 |
|
|
2021
Q3 | $2.09M | Buy |
22,656
+115
| +0.5% | +$10.3K | 0.24% | 101 |
|
|
2021
Q2 | $1.95M | Buy |
22,541
+10,538
| +88% | +$918K | 0.24% | 91 |
|
|
2021
Q1 | $981K | Sell |
12,003
-149
| -1% | -$11.1K | 0.13% | 167 |
|
|
2020
Q4 | $775K | Buy |
12,152
+155
| +1% | +$8.87K | 0.11% | 201 |
|
|
2020
Q3 | $582K | Buy |
11,997
+7
| +0.1% | +$339 | 0.09% | 227 |
|
|
2020
Q2 | $550K | Buy |
11,990
+2,787
| +30% | +$126K | 0.1% | 216 |
|
|
2020
Q1 | $388K | Buy |
9,203
+1,476
| +19% | +$83.3K | 0.09% | 218 |
|
|
2019
Q4 | $471K | Buy |
7,727
+35
| +0.5% | +$2.02K | 0.08% | 212 |
|
|
2019
Q3 | $460K | Sell |
7,692
-87
| -1% | -$4.73K | 0.08% | 205 |
|
|
2019
Q2 | $394K | Sell |
7,779
-30
| -0.4% | -$1.71K | 0.07% | 232 |
|
|
2019
Q1 | $419K | Hold |
7,809
| – | – | 0.08% | 213 |
|
|
2018
Q4 | $417K | Buy |
7,809
+351
| +5% | +$18.7K | 0.08% | 213 |
|
|
2018
Q3 | $404K | Sell |
7,458
-57
| -0.8% | -$3.51K | 0.07% | 214 |
|
|
2018
Q2 | $448K | Sell |
7,515
-50
| -0.7% | -$3.1K | 0.08% | 192 |
|
|
2018
Q1 | $451K | Buy |
+7,565
| New | +$471K | 0.1% | 190 |
|
Other funds holding RJF
VCM
VPM
