Parallel Advisors’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 | $259K | Buy |
1,791
+35
| +2% | +$5.55K | ﹤0.01% | 1021 |
|
|
2025
Q4 | $282K | Buy |
1,756
+34
| +2% | +$5.49K | 0.01% | 929 |
|
|
2025
Q3 | $297K | Buy |
1,722
+71
| +4% | +$11.8K | 0.01% | 874 |
|
|
2025
Q2 | $253K | Sell |
1,651
-732
| -31% | -$105K | 0.01% | 907 |
|
|
2025
Q1 | $331K | Buy |
2,383
+131
| +6% | +$20.3K | 0.01% | 738 |
|
|
2024
Q4 | $350K | Buy |
2,252
+286
| +15% | +$43.2K | 0.01% | 705 |
|
|
2024
Q3 | $241K | Buy |
1,966
+194
| +11% | +$22.7K | 0.01% | 847 |
|
|
2024
Q2 | $219K | Buy |
1,772
+37
| +2% | +$4.57K | 0.01% | 836 |
|
|
2024
Q1 | $223K | Buy |
1,735
+124
| +8% | +$14.4K | 0.01% | 818 |
|
|
2023
Q4 | $180K | Buy |
1,611
+16
| +1% | +$1.65K | 0.01% | 852 |
|
|
2023
Q3 | $160K | Buy |
1,595
+79
| +5% | +$8.36K | 0.01% | 877 |
|
|
2023
Q2 | $157K | Buy |
1,516
+640
| +73% | +$59.4K | 0.01% | 885 |
|
|
2023
Q1 | $81.8K | Sell |
876
-275
| -24% | -$29.1K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $123K | Buy |
1,151
+89
| +8% | +$9.99K | 0.01% | 909 |
|
|
2022
Q3 | $105K | Buy |
1,062
+301
| +40% | +$30.5K | ﹤0.01% | 950 |
|
|
2022
Q2 | $68K | Sell |
761
-68
| -8% | -$6.66K | ﹤0.01% | 1114 |
|
|
2022
Q1 | $93K | Buy |
829
+68
| +9% | +$7.2K | ﹤0.01% | 1022 |
|
|
2021
Q4 | $76K | Buy |
761
+198
| +35% | +$19.6K | ﹤0.01% | 1122 |
|
|
2021
Q3 | $52K | Buy |
563
+113
| +25% | +$10.1K | ﹤0.01% | 1272 |
|
|
2021
Q2 | $39K | Buy |
450
+171
| +61% | +$14.9K | ﹤0.01% | 1369 |
|
|
2021
Q1 | $23K | Buy |
279
+73
| +35% | +$5.44K | ﹤0.01% | 1521 |
|
|
2020
Q4 | $13K | Sell |
206
-124
| -38% | -$7.1K | ﹤0.01% | 1683 |
|
|
2020
Q3 | $16K | Sell |
330
-2
| -0.6% | -$97 | ﹤0.01% | 1542 |
|
|
2020
Q2 | $15K | Buy |
332
+9
| +3% | +$405 | ﹤0.01% | 1548 |
|
|
2020
Q1 | $13K | Buy |
323
+122
| +61% | +$6.88K | ﹤0.01% | 1500 |
|
|
2019
Q4 | $12K | Sell |
201
-240
| -54% | -$13.9K | ﹤0.01% | 1647 |
|
|
2019
Q3 | $24K | Buy |
441
+180
| +69% | +$9.78K | ﹤0.01% | 1282 |
|
|
2019
Q2 | $15K | Sell |
261
-203
| -44% | -$11.6K | ﹤0.01% | 1415 |
|
|
2019
Q1 | $25K | Buy |
464
+317
| +216% | +$17K | ﹤0.01% | 1119 |
|
|
2018
Q4 | $7K | Sell |
147
-77
| -34% | -$4.1K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $14K | Hold |
224
| – | – | ﹤0.01% | 1309 |
|
|
2018
Q2 | $13K | Buy |
224
+59
| +36% | +$3.66K | ﹤0.01% | 1234 |
|
|
2018
Q1 | $10K | Sell |
165
-53
| -24% | -$3.3K | ﹤0.01% | 1274 |
|
|
2017
Q4 | $13K | Hold |
218
| – | – | ﹤0.01% | 1207 |
|
|
2017
Q3 | $12K | Buy |
218
+77
| +55% | +$4.15K | ﹤0.01% | 1221 |
|
|
2017
Q2 | $8K | Hold |
141
| – | – | ﹤0.01% | 1398 |
|
|
2017
Q1 | $7K | Buy |
141
+52
| +58% | +$2.65K | ﹤0.01% | 1365 |
|
|
2016
Q4 | $4K | Buy |
+89
| New | +$3.93K | ﹤0.01% | 1453 |
|
Other funds holding RJF
VCM
VPM