Petrus Trust Company’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 |
-2,900
| Closed | -$403K | – | 686 |
|
|
2025
Q1 | $403K | Sell |
2,900
-1,175
| -29% | -$163K | 0.04% | 290 |
|
|
2024
Q4 | $633K | Buy |
+4,075
| New | +$633K | 0.06% | 131 |
|
|
2024
Q3 | – | Sell |
-2,317
| Closed | -$286K | – | 721 |
|
|
2024
Q2 | $286K | Buy |
+2,317
| New | +$286K | 0.03% | 450 |
|
|
2024
Q1 | – | Sell |
-4,417
| Closed | -$492K | – | 762 |
|
|
2023
Q4 | $492K | Buy |
4,417
+2,174
| +97% | +$242K | 0.05% | 225 |
|
|
2023
Q3 | $225K | Buy |
+2,243
| New | +$225K | 0.02% | 493 |
|