Northwestern Mutual Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Sell |
3,313
-46
| -1% | -$7.06K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $467K | Sell |
3,359
-116
| -3% | -$16.1K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $540K | Buy |
3,475
+289
| +9% | +$44.9K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $390K | Buy |
3,186
+221
| +7% | +$27.1K | ﹤0.01% | 1394 |
|
|
2024
Q2 | $367K | Buy |
2,965
+404
| +16% | +$49.9K | ﹤0.01% | 1363 |
|
|
2024
Q1 | $329K | Sell |
2,561
-7
| -0.3% | -$899 | ﹤0.01% | 1371 |
|
|
2023
Q4 | $286K | Sell |
2,568
-716
| -22% | -$79.8K | ﹤0.01% | 1389 |
|
|
2023
Q3 | $330K | Sell |
3,284
-306
| -9% | -$30.7K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $373K | Buy |
3,590
+77
| +2% | +$7.99K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $328K | Buy |
3,513
+94
| +3% | +$8.77K | ﹤0.01% | 1267 |
|
|
2022
Q4 | $365K | Buy |
3,419
+100
| +3% | +$10.7K | ﹤0.01% | 1216 |
|
|
2022
Q3 | $328K | Sell |
3,319
-50
| -1% | -$4.94K | ﹤0.01% | 1222 |
|
|
2022
Q2 | $302K | Buy |
3,369
+649
| +24% | +$58.2K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $299K | Sell |
2,720
-2,998
| -52% | -$330K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $574K | Buy |
5,718
+1,177
| +26% | +$118K | ﹤0.01% | 1018 |
|
|
2021
Q3 | $419K | Buy |
4,541
+1,608
| +55% | +$148K | ﹤0.01% | 1060 |
|
|
2021
Q2 | $381K | Sell |
2,933
-82
| -3% | -$10.7K | ﹤0.01% | 1080 |
|
|
2021
Q1 | $370K | Sell |
3,015
-826
| -22% | -$101K | ﹤0.01% | 1026 |
|
|
2020
Q4 | $368K | Sell |
3,841
-185
| -5% | -$17.7K | ﹤0.01% | 928 |
|
|
2020
Q3 | $293K | Buy |
4,026
+90
| +2% | +$6.55K | ﹤0.01% | 911 |
|
|
2020
Q2 | $271K | Sell |
3,936
-1,485
| -27% | -$102K | ﹤0.01% | 868 |
|
|
2020
Q1 | $342K | Buy |
5,421
+3,151
| +139% | +$199K | ﹤0.01% | 734 |
|
|
2019
Q4 | $203K | Buy |
2,270
+6
| +0.3% | +$537 | ﹤0.01% | 938 |
|
|
2019
Q3 | $187K | Buy |
2,264
+4
| +0.2% | +$330 | ﹤0.01% | 918 |
|
|
2019
Q2 | $191K | Hold |
2,260
| – | – | ﹤0.01% | 903 |
|
|
2019
Q1 | $181K | Buy |
2,260
+264
| +13% | +$21.1K | ﹤0.01% | 893 |
|
|
2018
Q4 | $148K | Buy |
1,996
+43
| +2% | +$3.19K | ﹤0.01% | 871 |
|
|
2018
Q3 | $180K | Buy |
1,953
+589
| +43% | +$54.3K | ﹤0.01% | 834 |
|
|
2018
Q2 | $122K | Sell |
1,364
-67
| -5% | -$5.99K | ﹤0.01% | 924 |
|
|
2018
Q1 | $128K | Sell |
1,431
-323
| -18% | -$28.9K | ﹤0.01% | 880 |
|
|
2017
Q4 | $157K | Buy |
1,754
+68
| +4% | +$6.09K | ﹤0.01% | 796 |
|
|
2017
Q3 | $142K | Sell |
1,686
-8
| -0.5% | -$674 | ﹤0.01% | 794 |
|
|
2017
Q2 | $136K | Sell |
1,694
-54
| -3% | -$4.34K | ﹤0.01% | 786 |
|
|
2017
Q1 | $133K | Sell |
1,748
-334
| -16% | -$25.4K | ﹤0.01% | 748 |
|
|
2016
Q4 | $145K | Sell |
2,082
-116,540
| -98% | -$8.12M | ﹤0.01% | 720 |
|
|
2016
Q3 | $6.91M | Buy |
118,622
+1,873
| +2% | +$109K | 0.46% | 55 |
|
|
2016
Q2 | $5.76M | Sell |
116,749
-57,817
| -33% | -$2.85M | 0.08% | 158 |
|
|
2016
Q1 | $8.31M | Buy |
174,566
+1,727
| +1% | +$82.2K | 0.13% | 122 |
|
|
2015
Q4 | $10M | Buy |
172,839
+22,754
| +15% | +$1.32M | 0.2% | 98 |
|
|
2015
Q3 | $7.45M | Buy |
150,085
+118,588
| +377% | +$5.88M | 0.18% | 111 |
|
|
2015
Q2 | $1.88M | Buy |
31,497
+5,428
| +21% | +$323K | 0.05% | 204 |
|
|
2015
Q1 | $1.48M | Buy |
26,069
+26,037
| +81,366% | +$1.48M | 0.04% | 215 |
|
|
2014
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1543 |
|