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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.21M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.57M | Sell |
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|
2024
Q1 | $3.8M | Buy |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.52M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $1.87M | Sell |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.24M | Sell |
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|
2021
Q3 | $2.09M | Buy |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $981K | Sell |
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|
2020
Q4 | $775K | Buy |
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|
2020
Q3 | $582K | Buy |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | $388K | Buy |
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|
2019
Q4 | $471K | Buy |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $419K | Hold |
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|
2018
Q4 | $417K | Buy |
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|
2018
Q3 | $404K | Sell |
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|
2018
Q2 | $448K | Sell |
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|
2018
Q1 | $451K | Buy |
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