Plato Investment 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
$660K Hold
4,559
0.04% 319
2025
Q4
$736K Hold
4,559
0.05% 305
2025
Q3
$781K Buy
4,559
+4,342
+2,001% +$719K 0.05% 293
2025
Q2
$33.2K Hold
217
﹤0.01% 459
2025
Q1
$30.5K Sell
217
-19
-8% -$2.95K ﹤0.01% 470
2024
Q4
$36.8K Buy
236
+217
+1,142% +$32.8K ﹤0.01% 512
2024
Q3
$2.32K Hold
19
﹤0.01% 519
2024
Q2
$2.35K Hold
19
﹤0.01% 469
2024
Q1
$2.44K Hold
19
﹤0.01% 453
2023
Q4
$2.12K Buy
+19
New +$1.96K ﹤0.01% 408

Other funds holding RJF