Pathstone Holdings’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 | $5.51M | Sell |
35,925
-11,598
| -24% | -$1.78M | 0.02% | 510 |
|
|
2025
Q1 | $6.61M | Buy |
47,523
+11,734
| +33% | +$1.63M | 0.03% | 461 |
|
|
2024
Q4 | $5.56M | Buy |
35,789
+112
| +0.3% | +$17.4K | 0.02% | 509 |
|
|
2024
Q3 | $4.37M | Sell |
35,677
-1,075
| -3% | -$132K | 0.02% | 598 |
|
|
2024
Q2 | $4.54M | Buy |
36,752
+777
| +2% | +$96K | 0.02% | 561 |
|
|
2024
Q1 | $4.62M | Buy |
35,975
+10,301
| +40% | +$1.32M | 0.02% | 525 |
|
|
2023
Q4 | $2.88M | Buy |
+25,674
| New | +$2.88M | 0.02% | 601 |
|