Sherbrooke Park Advisers’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 | – | Sell |
-3,084
| Closed | -$428K | – | 737 |
|
2025
Q1 | $428K | Buy |
3,084
+1,570
| +104% | +$218K | 0.2% | 181 |
|
2024
Q4 | $235K | Sell |
1,514
-796
| -34% | -$124K | 0.08% | 518 |
|
2024
Q3 | $283K | Sell |
2,310
-10,345
| -82% | -$1.27M | 0.06% | 591 |
|
2024
Q2 | $1.56M | Buy |
12,655
+6,753
| +114% | +$835K | 0.27% | 75 |
|
2024
Q1 | $758K | Buy |
+5,902
| New | +$758K | 0.15% | 224 |
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$321K | – | 301 |
|
2022
Q4 | $321K | Buy |
+3,000
| New | +$321K | 0.23% | 182 |
|