SVB Wealth’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
Q1 | – | Sell |
-1,638
| Closed | -$254K | – | 1730 |
|
|
2024
Q4 | $254K | Buy |
+1,638
| New | +$254K | ﹤0.01% | 612 |
|
|
2024
Q3 | – | Sell |
-1,875
| Closed | -$232K | – | 473 |
|
|
2024
Q2 | $232K | Sell |
1,875
-205
| -10% | -$25.3K | 0.01% | 636 |
|
|
2024
Q1 | $267K | Buy |
2,080
+54
| +3% | +$6.94K | 0.01% | 672 |
|
|
2023
Q4 | $226K | Sell |
2,026
-20
| -1% | -$2.23K | 0.01% | 729 |
|
|
2023
Q3 | $206K | Buy |
2,046
+108
| +6% | +$10.8K | ﹤0.01% | 738 |
|
|
2023
Q2 | $201K | Sell |
1,938
-209
| -10% | -$21.7K | ﹤0.01% | 822 |
|
|
2023
Q1 | $200K | Sell |
2,147
-328
| -13% | -$30.6K | ﹤0.01% | 887 |
|
|
2022
Q4 | $264K | Sell |
2,475
-496
| -17% | -$53K | ﹤0.01% | 789 |
|
|
2022
Q3 | $293K | Buy |
+2,971
| New | +$293K | ﹤0.01% | 700 |
|
|
2021
Q4 | – | Sell |
-2,971
| Closed | -$274K | – | 925 |
|
|
2021
Q3 | $274K | Sell |
2,971
-410
| -12% | -$37.8K | ﹤0.01% | 817 |
|
|
2021
Q2 | $293K | Buy |
3,381
+108
| +3% | +$9.36K | ﹤0.01% | 764 |
|
|
2021
Q1 | $267K | Buy |
+3,273
| New | +$267K | ﹤0.01% | 734 |
|
|
2015
Q2 | – | Sell |
-6,845
| Closed | -$259K | – | 565 |
|
|
2015
Q1 | $259K | Hold |
6,845
| – | – | 0.01% | 489 |
|
|
2014
Q4 | $262K | Buy |
+6,845
| New | +$262K | 0.01% | 481 |
|