Prelude Capital Management’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 |
-1,565
| Closed | -$217K | – | 1250 |
|
|
2025
Q1 | $217K | Buy |
1,565
+43
| +3% | +$5.97K | 0.02% | 803 |
|
|
2024
Q4 | $236K | Buy |
+1,522
| New | +$236K | 0.01% | 790 |
|
|
2023
Q2 | – | Sell |
-3,073
| Closed | -$287K | – | 1209 |
|
|
2023
Q1 | $287K | Buy |
+3,073
| New | +$287K | 0.02% | 587 |
|
|
2022
Q2 | – | Sell |
-25,441
| Closed | -$2.8M | – | 1774 |
|
|
2022
Q1 | $2.8M | Buy |
+25,441
| New | +$2.8M | 0.08% | 175 |
|
|
2020
Q4 | – | Sell |
-555
| Closed | -$27K | – | 1409 |
|
|
2020
Q3 | $27K | Sell |
555
-11,565
| -95% | -$563K | ﹤0.01% | 968 |
|
|
2020
Q2 | $556K | Buy |
+12,120
| New | +$556K | 0.03% | 265 |
|
|
2019
Q2 | – | Sell |
-1,017
| Closed | -$55K | – | 1641 |
|
|
2019
Q1 | $55K | Sell |
1,017
-483
| -32% | -$26.1K | ﹤0.01% | 762 |
|
|
2018
Q4 | $74K | Sell |
1,500
-1,080
| -42% | -$53.3K | 0.01% | 742 |
|
|
2018
Q3 | $158K | Buy |
2,580
+81
| +3% | +$4.96K | 0.01% | 581 |
|
|
2018
Q2 | $149K | Buy |
+2,499
| New | +$149K | 0.01% | 648 |
|
|
2017
Q4 | – | Sell |
-90
| Closed | -$5K | – | 1514 |
|
|
2017
Q3 | $5K | Sell |
90
-206
| -70% | -$11.4K | ﹤0.01% | 1377 |
|
|
2017
Q2 | $16K | Buy |
+296
| New | +$16K | ﹤0.01% | 1198 |
|