Private Trust Company’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 | $56.2K | Sell |
388
-28
| -7% | -$4.44K | 0.01% | 1252 |
|
|
2025
Q4 | $66.8K | Sell |
416
-2
| -0.5% | -$323 | 0.01% | 1174 |
|
|
2025
Q3 | $72.1K | Hold |
418
| – | – | 0.01% | 1126 |
|
|
2025
Q2 | $64.1K | Buy |
418
+36
| +9% | +$5.16K | 0.01% | 1113 |
|
|
2025
Q1 | $53.1K | Sell |
382
-105
| -22% | -$16.3K | 0.01% | 1171 |
|
|
2024
Q4 | $75.6K | Buy |
487
+94
| +24% | +$14.2K | 0.01% | 1020 |
|
|
2024
Q3 | $48.1K | Buy |
393
+7
| +2% | +$818 | ﹤0.01% | 1158 |
|
|
2024
Q2 | $47.7K | Sell |
386
-175
| -31% | -$21.6K | 0.01% | 1134 |
|
|
2024
Q1 | $72K | Buy |
561
+475
| +552% | +$55.4K | 0.01% | 988 |
|
|
2023
Q4 | $9.59K | Hold |
86
| – | – | ﹤0.01% | 1667 |
|
|
2023
Q3 | $8.64K | Hold |
86
| – | – | ﹤0.01% | 1649 |
|
|
2023
Q2 | $8.92K | Sell |
86
-103
| -54% | -$9.56K | ﹤0.01% | 1663 |
|
|
2023
Q1 | $17.6K | Sell |
189
-16
| -8% | -$1.7K | ﹤0.01% | 1379 |
|
|
2022
Q4 | $22K | Buy |
205
+11
| +6% | +$1.23K | ﹤0.01% | 1265 |
|
|
2022
Q3 | $19K | Sell |
194
-8
| -4% | -$810 | ﹤0.01% | 1226 |
|
|
2022
Q2 | $18K | Buy |
+202
| New | +$19.8K | ﹤0.01% | 1279 |
|
|
2014
Q4 | – | Sell |
-1,917
| Closed | -$68K | – | 991 |
|
|
2014
Q3 | $68K | Buy |
1,917
+1,551
| +424% | +$54.3K | 0.02% | 466 |
|
|
2014
Q2 | $12K | Buy |
366
+63
| +21% | +$2.1K | ﹤0.01% | 1023 |
|
|
2014
Q1 | $11K | Buy |
303
+169
| +126% | +$5.91K | ﹤0.01% | 943 |
|
|
2013
Q4 | $5K | Hold |
134
| – | – | ﹤0.01% | 1173 |
|
|
2013
Q3 | $4K | Sell |
134
-157
| -54% | -$4.53K | ﹤0.01% | 1210 |
|
|
2013
Q2 | $8K | Buy |
+291
| New | +$8.42K | ﹤0.01% | 931 |
|
Other funds holding RJF
VCM
VPM
