Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.59M | Buy |
17,889
+3,599
| +25% | +$571K | 0.01% | 761 |
|
|
2025
Q4 | $2.29M | Sell |
14,290
-119
| -0.8% | -$19.2K | 0.01% | 745 |
|
|
2025
Q3 | $2.49M | Buy |
14,409
+1,060
| +8% | +$176K | 0.01% | 691 |
|
|
2025
Q2 | $2.05M | Buy |
13,349
+121
| +0.9% | +$17.3K | 0.02% | 712 |
|
|
2025
Q1 | $1.84M | Sell |
13,228
-351
| -3% | -$54.5K | 0.02% | 680 |
|
|
2024
Q4 | $2.11M | Buy |
13,579
+3,281
| +32% | +$496K | 0.02% | 621 |
|
|
2024
Q3 | $1.26M | Buy |
10,298
+3,489
| +51% | +$408K | 0.01% | 777 |
|
|
2024
Q2 | $842K | Sell |
6,809
-167
| -2% | -$20.6K | 0.01% | 870 |
|
|
2024
Q1 | $896K | Buy |
6,976
+601
| +9% | +$70K | 0.01% | 835 |
|
|
2023
Q4 | $711K | Buy |
6,375
+62
| +1% | +$6.38K | 0.01% | 848 |
|
|
2023
Q3 | $634K | Buy |
6,313
+698
| +12% | +$73.9K | 0.01% | 836 |
|
|
2023
Q2 | $583K | Buy |
5,615
+411
| +8% | +$38.2K | 0.01% | 884 |
|
|
2023
Q1 | $485K | Buy |
5,204
+931
| +22% | +$98.6K | 0.01% | 938 |
|
|
2022
Q4 | $457K | Buy |
4,273
+348
| +9% | +$39.1K | 0.01% | 934 |
|
|
2022
Q3 | $388K | Buy |
3,925
+30
| +0.8% | +$3.04K | 0.01% | 946 |
|
|
2022
Q2 | $348K | Sell |
3,895
-712
| -15% | -$69.8K | 0.01% | 975 |
|
|
2022
Q1 | $506K | Buy |
4,607
+323
| +8% | +$34.2K | 0.01% | 920 |
|
|
2021
Q4 | $430K | Buy |
4,284
+128
| +3% | +$12.7K | 0.01% | 996 |
|
|
2021
Q3 | $384K | Buy |
4,156
+370
| +10% | +$33.1K | 0.01% | 1012 |
|
|
2021
Q2 | $328K | Buy |
3,786
+1,060
| +39% | +$92.3K | 0.01% | 1140 |
|
|
2021
Q1 | $223K | Sell |
2,726
-892
| -25% | -$66.5K | ﹤0.01% | 1246 |
|
|
2020
Q4 | $231K | Buy |
3,618
+630
| +21% | +$36.1K | 0.01% | 1014 |
|
|
2020
Q3 | $145K | Buy |
2,988
+27
| +0.9% | +$1.31K | ﹤0.01% | 1068 |
|
|
2020
Q2 | $136K | Buy |
2,961
+1,051
| +55% | +$47.3K | ﹤0.01% | 1013 |
|
|
2020
Q1 | $80K | Buy |
1,910
+636
| +50% | +$35.9K | ﹤0.01% | 1079 |
|
|
2019
Q4 | $75K | Hold |
1,274
| – | – | ﹤0.01% | 1244 |
|
|
2019
Q3 | $70K | Buy |
1,274
+156
| +14% | +$8.47K | ﹤0.01% | 1219 |
|
|
2019
Q2 | $62K | Buy |
+1,118
| New | +$63.7K | ﹤0.01% | 1259 |
|
|
2018
Q4 | – | Sell |
-705
| Closed | -$43K | – | 1858 |
|
|
2018
Q3 | $43K | Buy |
705
+84
| +14% | +$5.18K | ﹤0.01% | 1264 |
|
|
2018
Q2 | $37K | Buy |
621
+39
| +7% | +$2.42K | ﹤0.01% | 1222 |
|
|
2018
Q1 | $34K | Buy |
582
+136
| +30% | +$8.46K | ﹤0.01% | 1136 |
|
|
2017
Q4 | $26K | Buy |
446
+324
| +266% | +$18.7K | ﹤0.01% | 1031 |
|
|
2017
Q3 | $6K | Buy |
122
+120
| +6,000% | +$6.47K | ﹤0.01% | 1252 |
|
|
2017
Q2 | $0 | Sell |
2
-87
| -98% | -$4.38K | ﹤0.01% | 1683 |
|
|
2017
Q1 | $4K | Buy |
+89
| New | +$4.53K | ﹤0.01% | 1188 |
|
Other funds holding RJF
VCM
VPM
