Rehmann Capital Advisory Group’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 | $466K | Buy |
3,036
+380
| +14% | +$58.3K | 0.03% | 369 |
|
|
2025
Q1 | $369K | Buy |
2,656
+182
| +7% | +$25.3K | 0.02% | 431 |
|
|
2024
Q4 | $384K | Buy |
2,474
+194
| +9% | +$30.1K | 0.02% | 411 |
|
|
2024
Q3 | $281K | Buy |
2,280
+59
| +3% | +$7.28K | 0.02% | 486 |
|
|
2024
Q2 | $275K | Sell |
2,221
-82
| -4% | -$10.1K | 0.02% | 470 |
|
|
2024
Q1 | $296K | Buy |
2,303
+224
| +11% | +$28.8K | 0.02% | 455 |
|
|
2023
Q4 | $232K | Sell |
2,079
-43
| -2% | -$4.8K | 0.02% | 498 |
|
|
2023
Q3 | $213K | Buy |
2,122
+42
| +2% | +$4.22K | 0.02% | 481 |
|
|
2023
Q2 | $216K | Buy |
+2,080
| New | +$216K | 0.02% | 504 |
|
|
2023
Q1 | – | Sell |
-2,140
| Closed | -$229K | – | 568 |
|
|
2022
Q4 | $229K | Sell |
2,140
-86
| -4% | -$9.19K | 0.02% | 486 |
|
|
2022
Q3 | $220K | Buy |
+2,226
| New | +$220K | 0.02% | 459 |
|
|
2022
Q2 | – | Sell |
-1,938
| Closed | -$213K | – | 544 |
|
|
2022
Q1 | $213K | Sell |
1,938
-69
| -3% | -$7.59K | 0.02% | 491 |
|
|
2021
Q4 | $202K | Buy |
+2,007
| New | +$202K | 0.02% | 529 |
|
|
2019
Q3 | $105K | Sell |
1,914
-128
| -6% | -$7.04K | 0.01% | 432 |
|
|
2019
Q2 | $115K | Sell |
2,042
-55
| -3% | -$3.1K | 0.01% | 574 |
|
|
2019
Q1 | $112K | Buy |
2,097
+595
| +40% | +$31.9K | 0.02% | 553 |
|
|
2018
Q4 | $74.5K | Sell |
1,502
-151
| -9% | -$7.49K | 0.01% | 475 |
|
|
2018
Q3 | $101K | Sell |
1,653
-519
| -24% | -$31.9K | 0.01% | 584 |
|
|
2018
Q2 | $129K | Buy |
2,172
+795
| +58% | +$47.4K | 0.02% | 488 |
|
|
2018
Q1 | $82K | Buy |
+1,377
| New | +$82K | 0.01% | 601 |
|