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
2025
Q3
$781K Buy
2025
Q2
$33.2K Hold
2025
Q1
$30.5K Sell
2024
Q4
$36.8K Buy
2024
Q3
$2.32K Hold
2024
Q2
$2.35K Hold
2024
Q1
$2.44K Hold
2023
Q4
$2.12K Buy