UBS Group’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 | $127M | Buy |
874,547
+32,688
| +4% | +$5.18M | 0.02% | 873 |
|
|
2025
Q4 | $135M | Buy |
841,859
+227,781
| +37% | +$36.8M | 0.03% | 804 |
|
|
2025
Q3 | $106M | Sell |
614,078
-27,398
| -4% | -$4.54M | 0.02% | 995 |
|
|
2025
Q2 | $98.4M | Sell |
641,476
-235,758
| -27% | -$33.8M | 0.02% | 980 |
|
|
2025
Q1 | $122M | Buy |
877,234
+271,692
| +45% | +$42.2M | 0.03% | 801 |
|
|
2024
Q4 | $94.1M | Sell |
605,542
-202,109
| -25% | -$30.5M | 0.02% | 964 |
|
|
2024
Q3 | $98.9M | Buy |
807,651
+35,366
| +5% | +$4.13M | 0.03% | 724 |
|
|
2024
Q2 | $95.5M | Buy |
772,285
+461,187
| +148% | +$56.9M | 0.03% | 674 |
|
|
2024
Q1 | $40M | Sell |
311,098
-10,857
| -3% | -$1.27M | 0.01% | 1184 |
|
|
2023
Q4 | $35.9M | Buy |
321,955
+71,305
| +28% | +$7.34M | 0.01% | 1186 |
|
|
2023
Q3 | $25.2M | Sell |
250,650
-12,220
| -5% | -$1.29M | 0.01% | 1306 |
|
|
2023
Q2 | $27.3M | Buy |
262,870
+1,935
| +0.7% | +$180K | 0.01% | 1205 |
|
|
2023
Q1 | $24.3M | Sell |
260,935
-80,109
| -23% | -$8.49M | 0.01% | 1235 |
|
|
2022
Q4 | $36.4M | Buy |
341,044
+64,370
| +23% | +$7.22M | 0.02% | 1005 |
|
|
2022
Q3 | $27.3M | Buy |
276,674
+42,028
| +18% | +$4.26M | 0.02% | 1068 |
|
|
2022
Q2 | $21M | Buy |
234,646
+160,891
| +218% | +$15.8M | 0.01% | 1279 |
|
|
2022
Q1 | $8.11M | Sell |
73,755
-86,843
| -54% | -$9.2M | ﹤0.01% | 2106 |
|
|
2021
Q4 | $16.1M | Sell |
160,598
-110,206
| -41% | -$10.9M | 0.01% | 1737 |
|
|
2021
Q3 | $25M | Sell |
270,804
-41,340
| -13% | -$3.7M | 0.01% | 1327 |
|
|
2021
Q2 | $27M | Sell |
312,144
-20,129
| -6% | -$1.75M | 0.01% | 1253 |
|
|
2021
Q1 | $27.1M | Buy |
332,273
+107,430
| +48% | +$8.01M | 0.01% | 1222 |
|
|
2020
Q4 | $14.3M | Buy |
224,843
+83,355
| +59% | +$4.77M | 0.01% | 1577 |
|
|
2020
Q3 | $6.86M | Sell |
141,488
-19,332
| -12% | -$936K | ﹤0.01% | 1913 |
|
|
2020
Q2 | $7.38M | Buy |
160,820
+89,198
| +125% | +$4.02M | ﹤0.01% | 1752 |
|
|
2020
Q1 | $3.02M | Sell |
71,622
-284,993
| -80% | -$16.1M | ﹤0.01% | 2374 |
|
|
2019
Q4 | $21.3M | Buy |
356,615
+187,937
| +111% | +$10.8M | 0.01% | 1329 |
|
|
2019
Q3 | $9.27M | Buy |
168,678
+3,456
| +2% | +$188K | ﹤0.01% | 1829 |
|
|
2019
Q2 | $9.31M | Sell |
165,222
-64,584
| -28% | -$3.68M | ﹤0.01% | 1819 |
|
|
2019
Q1 | $12.3M | Buy |
229,806
+127,651
| +125% | +$6.84M | 0.01% | 1501 |
|
|
2018
Q4 | $5.07M | Sell |
102,155
-37,798
| -27% | -$2.01M | ﹤0.01% | 2136 |
|
|
2018
Q3 | $8.59M | Buy |
139,953
+3,543
| +3% | +$218K | ﹤0.01% | 1897 |
|
|
2018
Q2 | $8.13M | Sell |
136,410
-18,428
| -12% | -$1.14M | ﹤0.01% | 1915 |
|
|
2018
Q1 | $9.23M | Sell |
154,838
-98,451
| -39% | -$6.13M | 0.01% | 1760 |
|
|
2017
Q4 | $15.1M | Buy |
253,289
+133,778
| +112% | +$7.71M | 0.01% | 1386 |
|
|
2017
Q3 | $6.72M | Buy |
119,511
+17,922
| +18% | +$966K | ﹤0.01% | 1934 |
|
|
2017
Q2 | $5.43M | Buy |
101,589
+25,884
| +34% | +$1.3M | ﹤0.01% | 2076 |
|
|
2017
Q1 | $3.85M | Sell |
75,705
-19,328
| -20% | -$984K | ﹤0.01% | 2315 |
|
|
2016
Q4 | $4.39M | Buy |
95,033
+17,681
| +23% | +$781K | ﹤0.01% | 2206 |
|
|
2016
Q3 | $3M | Buy |
77,352
+51,141
| +195% | +$1.88M | ﹤0.01% | 2470 |
|
|
2016
Q2 | $861K | Sell |
26,211
-51,434
| -66% | -$1.76M | ﹤0.01% | 3507 |
|
|
2016
Q1 | $2.46M | Buy |
77,645
+32,726
| +73% | +$1M | ﹤0.01% | 2486 |
|
|
2015
Q4 | $1.74M | Buy |
44,919
+11,037
| +33% | +$411K | ﹤0.01% | 2925 |
|
|
2015
Q3 | $1.12M | Sell |
33,882
-31,821
| -48% | -$1.18M | ﹤0.01% | 3244 |
|
|
2015
Q2 | $2.61M | Sell |
65,703
-4,574
| -7% | -$178K | ﹤0.01% | 2719 |
|
|
2015
Q1 | $2.66M | Buy |
70,277
+11,556
| +20% | +$432K | ﹤0.01% | 2665 |
|
|
2014
Q4 | $2.24M | Buy |
+58,721
| New | +$2.15M | ﹤0.01% | 2792 |
|
Other funds holding RJF
VCM
VPM
