Palisade Capital Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.3M | Sell |
326,398
-23,509
| -7% | -$3.73M | 1.57% | 8 |
|
|
2025
Q4 | $56.2M | Sell |
349,907
-28,152
| -7% | -$4.55M | 1.67% | 3 |
|
|
2025
Q3 | $65.3M | Buy |
378,059
+2,500
| +0.7% | +$414K | 1.77% | 2 |
|
|
2025
Q2 | $57.6M | Sell |
375,559
-7,330
| -2% | -$1.05M | 1.63% | 2 |
|
|
2025
Q1 | $53.2M | Buy |
382,889
+2,480
| +0.7% | +$385K | 1.53% | 5 |
|
|
2024
Q4 | $59.1M | Sell |
380,409
-116,151
| -23% | -$17.5M | 1.58% | 4 |
|
|
2024
Q3 | $60.8M | Sell |
496,560
-29,933
| -6% | -$3.5M | 1.61% | 1 |
|
|
2024
Q2 | $65.1M | Sell |
526,493
-7,322
| -1% | -$904K | 1.77% | 1 |
|
|
2024
Q1 | $68.6M | Sell |
533,815
-31,257
| -6% | -$3.64M | 1.81% | 2 |
|
|
2023
Q4 | $63M | Sell |
565,072
-31,810
| -5% | -$3.27M | 1.67% | 2 |
|
|
2023
Q3 | $59.9M | Buy |
596,882
+4,080
| +0.7% | +$432K | 1.67% | 4 |
|
|
2023
Q2 | $61.5M | Buy |
592,802
+10,267
| +2% | +$953K | 1.64% | 5 |
|
|
2023
Q1 | $54.3M | Buy |
582,535
+4,020
| +0.7% | +$426K | 1.47% | 7 |
|
|
2022
Q4 | $61.8M | Sell |
578,515
-6,360
| -1% | -$714K | 1.66% | 2 |
|
|
2022
Q3 | $57.8M | Sell |
584,875
-2,180
| -0.4% | -$221K | 1.64% | 3 |
|
|
2022
Q2 | $52.5M | Buy |
587,055
+5,699
| +1% | +$558K | 1.42% | 4 |
|
|
2022
Q1 | $63.9M | Sell |
581,356
-37,930
| -6% | -$4.02M | 1.47% | 3 |
|
|
2021
Q4 | $62.2M | Sell |
619,286
-4,676
| -0.7% | -$462K | 1.26% | 8 |
|
|
2021
Q3 | $57.6M | Buy |
623,962
+37,895
| +6% | +$3.39M | 1.26% | 7 |
|
|
2021
Q2 | $50.8M | Sell |
586,067
-14,239
| -2% | -$1.24M | 1.15% | 11 |
|
|
2021
Q1 | $49M | Buy |
600,306
+12,763
| +2% | +$951K | 1.15% | 11 |
|
|
2020
Q4 | $37.5M | Sell |
587,543
-28,273
| -5% | -$1.62M | 0.96% | 17 |
|
|
2020
Q3 | $29.9M | Buy |
615,816
+2,706
| +0.4% | +$131K | 0.9% | 16 |
|
|
2020
Q2 | $28.1M | Buy |
613,110
+21,981
| +4% | +$990K | 0.89% | 18 |
|
|
2020
Q1 | $24.9M | Sell |
591,129
-35,919
| -6% | -$2.03M | 0.92% | 16 |
|
|
2019
Q4 | $37.4M | Sell |
627,048
-35,085
| -5% | -$2.03M | 1.07% | 9 |
|
|
2019
Q3 | $36.4M | Sell |
662,133
-2,156
| -0.3% | -$117K | 1.11% | 6 |
|
|
2019
Q2 | $37.4M | Buy |
664,289
+33,687
| +5% | +$1.92M | 1.17% | 6 |
|
|
2019
Q1 | $33.8M | Buy |
630,602
+43,373
| +7% | +$2.32M | 1.12% | 9 |
|
|
2018
Q4 | $29.1M | Sell |
587,229
-74,114
| -11% | -$3.95M | 1.09% | 9 |
|
|
2018
Q3 | $40.6M | Sell |
661,343
-63,375
| -9% | -$3.9M | 1.13% | 13 |
|
|
2018
Q2 | $43.2M | Buy |
724,718
+97,845
| +16% | +$6.07M | 1.25% | 4 |
|
|
2018
Q1 | $37.4M | Sell |
626,873
-112,848
| -15% | -$7.02M | 1.27% | 2 |
|
|
2017
Q4 | $44M | Sell |
739,721
-183,985
| -20% | -$10.6M | 1.52% | 1 |
|
|
2017
Q3 | $51.9M | Sell |
923,706
-108,288
| -10% | -$5.84M | 1.85% | 1 |
|
|
2017
Q2 | $55.2M | Sell |
1,031,994
-40,932
| -4% | -$2.06M | 2.07% | 1 |
|
|
2017
Q1 | $54.5M | Sell |
1,072,926
-42,756
| -4% | -$2.18M | 2.09% | 2 |
|
|
2016
Q4 | $51.5M | Buy |
1,115,682
+14,614
| +1% | +$646K | 1.93% | 2 |
|
|
2016
Q3 | $42.7M | Sell |
1,101,068
-44,313
| -4% | -$1.63M | 1.52% | 1 |
|
|
2016
Q2 | $37.6M | Buy |
1,145,381
+18,435
| +2% | +$630K | 1.37% | 2 |
|
|
2016
Q1 | $35.8M | Buy |
1,126,946
+103,067
| +10% | +$3.16M | 1.17% | 4 |
|
|
2015
Q4 | $39.6M | Buy |
1,023,879
+54,606
| +6% | +$2.03M | 1.29% | 2 |
|
|
2015
Q3 | $32.1M | Sell |
969,273
-33,095
| -3% | -$1.23M | 0.94% | 8 |
|
|
2015
Q2 | $39.8M | Buy |
1,002,368
+9,143
| +0.9% | +$355K | 1.01% | 4 |
|
|
2015
Q1 | $37.6M | Buy |
993,225
+7,782
| +0.8% | +$291K | 0.94% | 6 |
|
|
2014
Q4 | $37.6M | Sell |
985,443
-24,743
| -2% | -$908K | 0.91% | 10 |
|
|
2014
Q3 | $36.1M | Buy |
1,010,186
+387
| +0% | +$13.5K | 0.91% | 6 |
|
|
2014
Q2 | $34.2M | Buy |
1,009,799
+29,174
| +3% | +$974K | 0.83% | 7 |
|
|
2014
Q1 | $36.6M | Buy |
980,625
+5,572
| +0.6% | +$195K | 0.9% | 6 |
|
|
2013
Q4 | $33.9M | Buy |
975,053
+22,043
| +2% | +$683K | 0.88% | 7 |
|
|
2013
Q3 | $26.5M | Sell |
953,010
-9,308
| -1% | -$269K | 0.72% | 13 |
|
|
2013
Q2 | $27.6M | Buy |
+962,318
| New | +$27.8M | 0.79% | 8 |
|
Other funds holding RJF
VCM
VPM