Mount Yale Investment Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
9,622
+913
| +10% | +$140K | 0.12% | 158 |
|
|
2025
Q1 | $1.21M | Sell |
8,709
-9,978
| -53% | -$1.39M | 0.1% | 169 |
|
|
2024
Q4 | $2.9M | Sell |
18,687
-9,415
| -34% | -$1.46M | 0.23% | 88 |
|
|
2024
Q3 | $3.44M | Sell |
28,102
-801
| -3% | -$98.1K | 0.33% | 71 |
|
|
2024
Q2 | $3.57M | Sell |
28,903
-664
| -2% | -$82.1K | 0.28% | 74 |
|
|
2024
Q1 | $3.8M | Buy |
29,567
+12,809
| +76% | +$1.64M | 0.29% | 75 |
|
|
2023
Q4 | $1.87M | Sell |
16,758
-200
| -1% | -$22.3K | 0.18% | 128 |
|
|
2023
Q3 | $1.7M | Buy |
16,958
+599
| +4% | +$60.2K | 0.19% | 124 |
|
|
2023
Q2 | $1.7M | Buy |
16,359
+30
| +0.2% | +$3.11K | 0.18% | 125 |
|
|
2023
Q1 | $1.52M | Sell |
16,329
-1,265
| -7% | -$118K | 0.17% | 125 |
|
|
2022
Q4 | $1.88M | Sell |
17,594
-1,980
| -10% | -$212K | 0.21% | 106 |
|
|
2022
Q3 | $1.93M | Sell |
19,574
-1,374
| -7% | -$136K | 0.26% | 95 |
|
|
2022
Q2 | $1.87M | Sell |
20,948
-220
| -1% | -$19.7K | 0.24% | 100 |
|
|
2022
Q1 | $2.33M | Sell |
21,168
-1,124
| -5% | -$124K | 0.25% | 93 |
|
|
2021
Q4 | $2.24M | Sell |
22,292
-364
| -2% | -$36.5K | 0.23% | 104 |
|
|
2021
Q3 | $2.09M | Buy |
22,656
+115
| +0.5% | +$10.6K | 0.24% | 101 |
|
|
2021
Q2 | $1.95M | Buy |
22,541
+10,538
| +88% | +$913K | 0.24% | 91 |
|
|
2021
Q1 | $981K | Sell |
12,003
-149
| -1% | -$12.2K | 0.13% | 166 |
|
|
2020
Q4 | $775K | Buy |
12,152
+155
| +1% | +$9.89K | 0.11% | 201 |
|
|
2020
Q3 | $582K | Buy |
11,997
+7
| +0.1% | +$340 | 0.08% | 225 |
|
|
2020
Q2 | $550K | Buy |
11,990
+2,787
| +30% | +$128K | 0.1% | 216 |
|
|
2020
Q1 | $388K | Buy |
9,203
+1,476
| +19% | +$62.2K | 0.09% | 218 |
|
|
2019
Q4 | $471K | Buy |
7,727
+35
| +0.5% | +$2.13K | 0.08% | 210 |
|
|
2019
Q3 | $460K | Sell |
7,692
-87
| -1% | -$5.2K | 0.08% | 205 |
|
|
2019
Q2 | $394K | Sell |
7,779
-30
| -0.4% | -$1.52K | 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% | -$3.09K | 0.07% | 214 |
|
|
2018
Q2 | $448K | Sell |
7,515
-50
| -0.7% | -$2.98K | 0.08% | 192 |
|
|
2018
Q1 | $451K | Buy |
+7,565
| New | +$451K | 0.1% | 190 |
|