Tower Bridge Advisors’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 | $1.17M | Hold |
8,059
| – | – | 0.11% | 115 |
|
|
2025
Q4 | $1.29M | Sell |
8,059
-1,500
| -16% | -$242K | 0.13% | 99 |
|
|
2025
Q3 | $1.65M | Sell |
9,559
-145
| -1% | -$24K | 0.16% | 92 |
|
|
2025
Q2 | $1.49M | Hold |
9,704
| – | – | 0.16% | 97 |
|
|
2025
Q1 | $1.35M | Sell |
9,704
-1,350
| -12% | -$210K | 0.15% | 99 |
|
|
2024
Q4 | $1.72M | Sell |
11,054
-400
| -3% | -$60.4K | 0.18% | 97 |
|
|
2024
Q3 | $1.4M | Sell |
11,454
-1,200
| -9% | -$140K | 0.15% | 103 |
|
|
2024
Q2 | $1.56M | Sell |
12,654
-9,550
| -43% | -$1.18M | 0.17% | 97 |
|
|
2024
Q1 | $2.85M | Sell |
22,204
-12,675
| -36% | -$1.48M | 0.29% | 84 |
|
|
2023
Q4 | $3.89M | Sell |
34,879
-2,050
| -6% | -$211K | 0.33% | 76 |
|
|
2023
Q3 | $3.71M | Sell |
36,929
-100
| -0.3% | -$10.6K | 0.34% | 77 |
|
|
2023
Q2 | $3.84M | Sell |
37,029
-150
| -0.4% | -$13.9K | 0.35% | 74 |
|
|
2023
Q1 | $3.47M | Sell |
37,179
-775
| -2% | -$82.1K | 0.28% | 86 |
|
|
2022
Q4 | $4.06M | Sell |
37,954
-1,812
| -5% | -$203K | 0.34% | 83 |
|
|
2022
Q3 | $3.93M | Hold |
39,766
| – | – | 0.35% | 81 |
|
|
2022
Q2 | $3.56M | Sell |
39,766
-5,304
| -12% | -$520K | 0.29% | 87 |
|
|
2022
Q1 | $4.95M | Sell |
45,070
-400
| -0.9% | -$42.4K | 0.33% | 81 |
|
|
2021
Q4 | $4.57M | Buy |
45,470
+75
| +0.2% | +$7.41K | 0.28% | 88 |
|
|
2021
Q3 | $4.19M | Buy |
45,395
+372
| +0.8% | +$33.3K | 0.28% | 90 |
|
|
2021
Q2 | $3.9M | Sell |
45,023
-727
| -2% | -$63.3K | 0.26% | 92 |
|
|
2021
Q1 | $3.74M | Sell |
45,750
-180
| -0.4% | -$13.4K | 0.28% | 91 |
|
|
2020
Q4 | $2.93M | Buy |
45,930
+1,950
| +4% | +$112K | 0.24% | 91 |
|
|
2020
Q3 | $2.13M | Sell |
43,980
-9,435
| -18% | -$457K | 0.22% | 90 |
|
|
2020
Q2 | $2.45M | Sell |
53,415
-2,310
| -4% | -$104K | 0.27% | 82 |
|
|
2020
Q1 | $2.35M | Sell |
55,725
-13,307
| -19% | -$751K | 0.31% | 76 |
|
|
2019
Q4 | $4.12M | Sell |
69,032
-753
| -1% | -$43.5K | 0.43% | 73 |
|
|
2019
Q3 | $4.15M | Sell |
69,785
-1,590
| -2% | -$86.4K | 0.45% | 65 |
|
|
2019
Q2 | $4.02M | Sell |
71,375
-2,646
| -4% | -$151K | 0.45% | 65 |
|
|
2019
Q1 | $3.97M | Sell |
74,021
-13,167
| -15% | -$705K | 0.46% | 65 |
|
|
2018
Q4 | $4.33M | Sell |
87,188
-47,139
| -35% | -$2.51M | 0.56% | 60 |
|
|
2018
Q3 | $8.24M | Sell |
134,327
-1,006
| -0.7% | -$62K | 0.86% | 41 |
|
|
2018
Q2 | $8.06M | Buy |
135,333
+417
| +0.3% | +$25.9K | 0.9% | 41 |
|
|
2018
Q1 | $8.04M | Buy |
134,916
+2,197
| +2% | +$137K | 0.89% | 44 |
|
|
2017
Q4 | $7.9M | Sell |
132,719
-1,203
| -0.9% | -$69.3K | 0.85% | 45 |
|
|
2017
Q3 | $7.53M | Sell |
133,922
-937
| -0.7% | -$50.5K | 0.86% | 46 |
|
|
2017
Q2 | $7.21M | Buy |
134,859
+7,168
| +6% | +$361K | 0.83% | 50 |
|
|
2017
Q1 | $6.49M | Buy |
127,691
+921
| +0.7% | +$46.9K | 0.76% | 53 |
|
|
2016
Q4 | $5.85M | Sell |
126,770
-114
| -0.1% | -$5.04K | 0.71% | 53 |
|
|
2016
Q3 | $4.92M | Buy |
126,884
+17,151
| +16% | +$632K | 0.6% | 58 |
|
|
2016
Q2 | $3.61M | Sell |
109,733
-5,940
| -5% | -$203K | 0.45% | 69 |
|
|
2016
Q1 | $3.67M | Sell |
115,673
-1,425
| -1% | -$43.7K | 0.46% | 67 |
|
|
2015
Q4 | $4.53M | Buy |
117,098
+3,353
| +3% | +$125K | 0.59% | 57 |
|
|
2015
Q3 | $3.76M | Sell |
113,745
-263
| -0.2% | -$9.75K | 0.52% | 62 |
|
|
2015
Q2 | $4.53M | Buy |
114,008
+2,640
| +2% | +$103K | 0.57% | 60 |
|
|
2015
Q1 | $4.22M | Buy |
111,368
+5,243
| +5% | +$196K | 0.53% | 61 |
|
|
2014
Q4 | $4.05M | Buy |
106,125
+5,287
| +5% | +$194K | 0.5% | 66 |
|
|
2014
Q3 | $3.6M | Buy |
100,838
+900
| +0.9% | +$31.5K | 0.45% | 69 |
|
|
2014
Q2 | $3.38M | Buy |
99,938
+4,350
| +5% | +$145K | 0.42% | 71 |
|
|
2014
Q1 | $3.56M | Buy |
95,588
+300
| +0.3% | +$10.5K | 0.46% | 68 |
|
|
2013
Q4 | $3.32M | Sell |
95,288
-5,250
| -5% | -$163K | 0.44% | 66 |
|
|
2013
Q3 | $2.79M | Buy |
100,538
+2,100
| +2% | +$60.6K | 0.4% | 69 |
|
|
2013
Q2 | $2.82M | Buy |
+98,438
| New | +$2.85M | 0.42% | 65 |
|
Other funds holding RJF
VCM
VPM