NorthRock Partners’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 | $657K | Buy |
4,281
+175
| +4% | +$26.8K | 0.02% | 333 |
|
|
2025
Q1 | $570K | Sell |
4,106
-190
| -4% | -$26.4K | 0.02% | 317 |
|
|
2024
Q4 | $667K | Sell |
4,296
-259
| -6% | -$40.2K | 0.02% | 277 |
|
|
2024
Q3 | $558K | Buy |
4,555
+252
| +6% | +$30.9K | 0.02% | 341 |
|
|
2024
Q2 | $532K | Buy |
4,303
+2
| +0% | +$247 | 0.02% | 326 |
|
|
2024
Q1 | $554K | Buy |
4,301
+190
| +5% | +$24.5K | 0.02% | 328 |
|
|
2023
Q4 | $460K | Buy |
+4,111
| New | +$460K | 0.02% | 342 |
|
|
2023
Q1 | – | Sell |
-2,106
| Closed | -$225K | – | 355 |
|
|
2022
Q4 | $225K | Buy |
+2,106
| New | +$225K | 0.03% | 309 |
|