Raymond James Financial
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Raymond James Financial’s Morningstar MORN Stock Holding History

Raymond James Financial’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$19.2M Buy
61,286
+2,303
+4% +$723K 0.01% 1398
2025
Q1 		$17.7M Buy
58,983
+9,997
+20% +$3M 0.01% 1401
2024
Q4 		$16.5M Buy
+48,986
New +$16.5M 0.01% 1459