Shell Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $544K | Sell | 
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        2025
         Q1  | $525K | Sell | 
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        2024
         Q4  | $612K | Sell | 
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| 
        
          
      
        2024
         Q3  | $483K | Buy | 
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| 
        
          
      
        2024
         Q1  | $502K | Buy | 
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| 
        
          
      
        2023
         Q4  | $155K | Sell | 
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| 
        
          
      
        2023
         Q3  | $551K | Sell | 
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| 
        
          
      
        2023
         Q2  | $580K | Sell | 
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| 
        
          
      
        2023
         Q1  | $1.69M | Buy | 
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| 
        
          
      
        2022
         Q4  | $1.9M | Sell | 
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| 
        
          
      
        2022
         Q3  | $1.97M | Sell | 
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| 
        
          
      
        2022
         Q2  | $2.3M | Buy | 
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| 
        
          
      
        2022
         Q1  | $2.78M | Buy | 
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| 
        
          
      
        2021
         Q4  | $1.62M | Sell | 
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| 
        
          
      
        2021
         Q3  | $1.72M | Sell | 
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| 
        
          
      
        2021
         Q2  | $1.67M | Sell | 
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| 
        
          
      
        2021
         Q1  | $1.66M | Buy | 
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| 
        
          
      
        2020
         Q4  | $1.2M | Sell | 
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| 
        
          
      
        2020
         Q3  | $947K | Hold | 
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| 
        
          
      
        2020
         Q2  | $896K | Sell | 
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| 
        
          
      
        2020
         Q1  | $1.24M | Sell | 
         | 
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| 
        
          
      
        2019
         Q4  | $1.81M | Buy | 
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| 
        
          
      
        2019
         Q3  | $1.57M | Sell | 
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| 
        
          
      
        2019
         Q2  | $1.61M | Sell | 
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| 
        
          
      
        2019
         Q1  | $3.75M | Buy | 
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| 
        
          
      
        2018
         Q4  | $2.73M | Buy | 
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| 
        
          
      
        2018
         Q3  | $3.36M | Buy | 
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| 
        
          
      
        2018
         Q2  | $3.22M | Buy | 
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| 
        
          
      
        2018
         Q1  | $2.07M | Hold | 
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| 
        
          
      
        2017
         Q4  | $2.07M | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $1.73M | Sell | 
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| 
        
          
      
        2017
         Q2  | $1.83M | Sell | 
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| 
        
          
      
        2017
         Q1  | $1.78M | Sell | 
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| 
        
          
      
        2016
         Q4  | $1.68M | Sell | 
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| 
        
          
      
        2016
         Q3  | $1.47M | Sell | 
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| 
        
          
      
        2016
         Q2  | $1.28M | Buy | 
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| 
        
          
      
        2016
         Q1  | $1.1M | Sell | 
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| 
        
          
      
        2015
         Q4  | $1.47M | Buy | 
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| 
        
          
      
        2015
         Q3  | $1.07M | Sell | 
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| 
        
          
      
        2015
         Q2  | $1.92M | Sell | 
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| 
        
          
      
        2015
         Q1  | $1.9M | Sell | 
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| 
        
          
      
        2014
         Q4  | $2.08M | Buy | 
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| 
        
          
      
        2014
         Q3  | $1.07M | Sell | 
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| 
        
          
      
        2014
         Q2  | $1.02M | Sell | 
         | 
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| 
        
          
      
        2014
         Q1  | $1.3M | Buy | 
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| 
        
          
      
        2013
         Q4  | $1.02M | Sell | 
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| 
        
          
      
        2013
         Q3  | $1.13M | Sell | 
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| 
        
          
      
        2013
         Q2  | $1.57M | Buy | 
         |