Nisa 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 | $14.3M | Buy |
93,177
+418
| +0.5% | +$64.1K | 0.06% | 216 |
|
2025
Q1 | $12.9M | Buy |
92,759
+391
| +0.4% | +$54.3K | 0.06% | 230 |
|
2024
Q4 | $14.3M | Sell |
92,368
-454
| -0.5% | -$70.5K | 0.06% | 238 |
|
2024
Q3 | $11.4M | Buy |
92,822
+5,100
| +6% | +$625K | 0.07% | 263 |
|
2024
Q2 | $10.8M | Buy |
87,722
+45
| +0.1% | +$5.56K | 0.07% | 262 |
|
2024
Q1 | $11.3M | Sell |
87,677
-330
| -0.4% | -$42.5K | 0.07% | 250 |
|
2023
Q4 | $9.81M | Buy |
88,007
+386
| +0.4% | +$43K | 0.07% | 258 |
|
2023
Q3 | $8.8M | Sell |
87,621
-2,802
| -3% | -$281K | 0.07% | 278 |
|
2023
Q2 | $9.38M | Buy |
90,423
+708
| +0.8% | +$73.5K | 0.07% | 276 |
|
2023
Q1 | $8.37M | Sell |
89,715
-18,735
| -17% | -$1.75M | 0.07% | 292 |
|
2022
Q4 | $11.6M | Buy |
108,450
+6,366
| +6% | +$680K | 0.09% | 249 |
|
2022
Q3 | $10.2M | Buy |
102,084
+3,394
| +3% | +$338K | 0.09% | 242 |
|
2022
Q2 | $8.82M | Buy |
98,690
+6,167
| +7% | +$551K | 0.08% | 258 |
|
2022
Q1 | $10.2M | Sell |
92,523
-1,581
| -2% | -$174K | 0.07% | 266 |
|
2021
Q4 | $9.96M | Sell |
94,104
-22,428
| -19% | -$2.37M | 0.07% | 259 |
|
2021
Q3 | $10.8K | Sell |
116,532
-47,364
| -29% | -$4.37K | 0.07% | 272 |
|
2021
Q2 | $14.2K | Buy |
163,896
+52,543
| +47% | +$4.55K | 0.09% | 203 |
|
2021
Q1 | $9.1K | Hold |
111,353
| – | – | 0.06% | 287 |
|
2020
Q4 | $7.1M | Sell |
111,353
-345
| -0.3% | -$22K | 0.05% | 352 |
|
2020
Q3 | $5.42M | Sell |
111,698
-900
| -0.8% | -$43.7K | 0.04% | 353 |
|
2020
Q2 | $5.17M | Buy |
112,598
+3,728
| +3% | +$171K | 0.05% | 336 |
|
2020
Q1 | $4.59M | Buy |
108,870
+10,725
| +11% | +$452K | 0.05% | 318 |
|
2019
Q4 | $5.85M | Sell |
98,145
-1,125
| -1% | -$67.1K | 0.05% | 339 |
|
2019
Q3 | $5.46M | Sell |
99,270
-150
| -0.2% | -$8.25K | 0.05% | 358 |
|
2019
Q2 | $5.6M | Buy |
99,420
+300
| +0.3% | +$16.9K | 0.05% | 341 |
|
2019
Q1 | $5.31M | Sell |
99,120
-7,500
| -7% | -$402K | 0.05% | 348 |
|
2018
Q4 | $5.29M | Buy |
106,620
+1,050
| +1% | +$52.1K | 0.06% | 305 |
|
2018
Q3 | $6.48M | Hold |
105,570
| – | – | 0.06% | 314 |
|
2018
Q2 | $6.29M | Hold |
105,570
| – | – | 0.06% | 292 |
|
2018
Q1 | $6.29M | Hold |
105,570
| – | – | 0.07% | 283 |
|
2017
Q4 | $6.29M | Sell |
105,570
-75
| -0.1% | -$4.47K | 0.06% | 294 |
|
2017
Q3 | $5.94M | Hold |
105,645
| – | – | 0.07% | 291 |
|
2017
Q2 | $5.65M | Hold |
105,645
| – | – | 0.07% | 303 |
|
2017
Q1 | $5.37M | Hold |
105,645
| – | – | 0.06% | 314 |
|
2016
Q4 | $4.88M | Sell |
105,645
-150
| -0.1% | -$6.93K | 0.06% | 325 |
|
2016
Q3 | $4.11M | Hold |
105,795
| – | – | 0.05% | 349 |
|
2016
Q2 | $3.48M | Hold |
105,795
| – | – | 0.05% | 388 |
|
2016
Q1 | $3.36M | Sell |
105,795
-6,900
| -6% | -$219K | 0.05% | 386 |
|
2015
Q4 | $4.36M | Sell |
112,695
-150
| -0.1% | -$5.8K | 0.06% | 314 |
|
2015
Q3 | $3.73M | Hold |
112,845
| – | – | 0.06% | 345 |
|
2015
Q2 | $4.48M | Sell |
112,845
-300
| -0.3% | -$11.9K | 0.06% | 324 |
|
2015
Q1 | $4.28M | Buy |
113,145
+3,000
| +3% | +$114K | 0.06% | 336 |
|
2014
Q4 | $4.21M | Hold |
110,145
| – | – | 0.06% | 335 |
|
2014
Q3 | $3.93M | Sell |
110,145
-750
| -0.7% | -$26.8K | 0.06% | 334 |
|
2014
Q2 | $3.75M | Hold |
110,895
| – | – | 0.05% | 358 |
|
2014
Q1 | $4.14M | Buy |
110,895
+4,500
| +4% | +$168K | 0.06% | 326 |
|
2013
Q4 | $3.7M | Sell |
106,395
-3,000
| -3% | -$104K | 0.05% | 355 |
|
2013
Q3 | $3.04M | Hold |
109,395
| – | – | 0.05% | 395 |
|
2013
Q2 | $3.14M | Buy |
+109,395
| New | +$3.14M | 0.05% | 365 |
|