Northwest & Ethical Investments’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 | – | Sell |
-11,413
| Closed | -$1.59M | – | 523 |
|
|
2025
Q1 | $1.59M | Buy |
11,413
+3,375
| +42% | +$469K | 0.04% | 268 |
|
|
2024
Q4 | $1.25M | Buy |
8,038
+19
| +0.2% | +$2.95K | 0.03% | 293 |
|
|
2024
Q3 | $982K | Sell |
8,019
-1,683
| -17% | -$206K | 0.03% | 299 |
|
|
2024
Q2 | $1.2M | Hold |
9,702
| – | – | 0.03% | 278 |
|
|
2024
Q1 | $1.25M | Buy |
+9,702
| New | +$1.25M | 0.04% | 278 |
|