NBW Capital’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 | $4.11M | Buy |
26,801
+227
| +0.9% | +$34.8K | 0.89% | 46 |
|
|
2025
Q1 | $3.69M | Sell |
26,574
-8,132
| -23% | -$1.13M | 0.82% | 54 |
|
|
2024
Q4 | $5.39M | Sell |
34,706
-900
| -3% | -$140K | 1% | 41 |
|
|
2024
Q3 | $4.36M | Buy |
35,606
+1,846
| +5% | +$226K | 0.82% | 52 |
|
|
2024
Q2 | $4.17M | Sell |
33,760
-88
| -0.3% | -$10.9K | 0.82% | 58 |
|
|
2024
Q1 | $4.35M | Buy |
33,848
+179
| +0.5% | +$23K | 0.89% | 52 |
|
|
2023
Q4 | $3.75M | Sell |
33,669
-452
| -1% | -$50.4K | 0.82% | 57 |
|
|
2023
Q3 | $3.43M | Sell |
34,121
-166
| -0.5% | -$16.7K | 0.84% | 60 |
|
|
2023
Q2 | $3.56M | Buy |
34,287
+310
| +0.9% | +$32.2K | 0.83% | 60 |
|
|
2023
Q1 | $3.17M | Buy |
33,977
+294
| +0.9% | +$27.4K | 0.77% | 62 |
|
|
2022
Q4 | $3.6M | Buy |
33,683
+159
| +0.5% | +$17K | 0.92% | 51 |
|
|
2022
Q3 | $3.31M | Buy |
33,524
+303
| +0.9% | +$29.9K | 0.89% | 51 |
|
|
2022
Q2 | $2.97M | Buy |
+33,221
| New | +$2.97M | 0.81% | 62 |
|