Ray Dalio’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-118,153
| Closed | -$16.4M | – | 706 |
|
|
2025
Q1 | $16.4M | Buy |
+118,153
| New | +$16.4M | 0.08% | 199 |
|
|
2024
Q4 | – | Sell |
-18,857
| Closed | -$2.31M | – | 812 |
|
|
2024
Q3 | $2.31M | Buy |
18,857
+16,082
| +580% | +$1.97M | 0.01% | 486 |
|
|
2024
Q2 | $343K | Buy |
+2,775
| New | +$343K | ﹤0.01% | 803 |
|
|
2023
Q1 | – | Sell |
-63,422
| Closed | -$6.78M | – | 864 |
|
|
2022
Q4 | $6.78M | Buy |
63,422
+24,266
| +62% | +$2.59M | 0.04% | 307 |
|
|
2022
Q3 | $3.87M | Buy |
39,156
+34,216
| +693% | +$3.38M | 0.02% | 433 |
|
|
2022
Q2 | $442K | Sell |
4,940
-18,111
| -79% | -$1.62M | ﹤0.01% | 907 |
|
|
2022
Q1 | $2.53M | Sell |
23,051
-13,184
| -36% | -$1.45M | 0.01% | 626 |
|
|
2021
Q4 | $3.64M | Sell |
36,235
-44,167
| -55% | -$4.43M | 0.02% | 363 |
|
|
2021
Q3 | $7.42M | Buy |
80,402
+33,792
| +72% | +$3.12M | 0.04% | 237 |
|
|
2021
Q2 | $6.06M | Buy |
46,610
+3,512
| +8% | +$456K | 0.04% | 297 |
|
|
2021
Q1 | $5.28M | Buy |
43,098
+22,680
| +111% | +$2.78M | 0.05% | 220 |
|
|
2020
Q4 | $1.95M | Buy |
+20,418
| New | +$1.95M | 0.02% | 310 |
|
|
2020
Q1 | – | Sell |
-28,492
| Closed | -$2.55M | – | 561 |
|
|
2019
Q4 | $2.55M | Buy |
+28,492
| New | +$2.55M | 0.03% | 183 |
|
|
2019
Q3 | – | Sell |
-35,798
| Closed | -$3.03M | – | 383 |
|
|
2019
Q2 | $3.03M | Sell |
35,798
-8,196
| -19% | -$693K | 0.02% | 173 |
|
|
2019
Q1 | $3.54M | Buy |
+43,994
| New | +$3.54M | 0.02% | 162 |
|
|
2018
Q2 | – | Sell |
-20,785
| Closed | -$1.86M | – | 518 |
|
|
2018
Q1 | $1.86M | Buy |
+20,785
| New | +$1.86M | 0.02% | 180 |
|
|
2017
Q1 | – | Sell |
-45,400
| Closed | -$3.15M | – | 306 |
|
|
2016
Q4 | $3.15M | Buy |
+45,400
| New | +$3.15M | 0.03% | 164 |
|
|
2016
Q3 | – | Sell |
-30,000
| Closed | -$1.48M | – | 393 |
|
|
2016
Q2 | $1.48M | Buy |
+30,000
| New | +$1.48M | 0.02% | 213 |
|
|
2015
Q4 | – | Sell |
-19,657
| Closed | -$976K | – | 382 |
|
|
2015
Q3 | $976K | Buy |
+19,657
| New | +$976K | 0.01% | 242 |
|