UMB Bank’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 | $153K | Sell |
999
-5,442
| -84% | -$835K | ﹤0.01% | 670 |
|
|
2025
Q1 | $895K | Sell |
6,441
-38,912
| -86% | -$5.41M | 0.01% | 336 |
|
|
2024
Q4 | $7.04M | Buy |
45,353
+44,735
| +7,239% | +$6.95M | 0.11% | 131 |
|
|
2024
Q3 | $75.7K | Buy |
618
+208
| +51% | +$25.5K | ﹤0.01% | 760 |
|
|
2024
Q2 | $50.7K | Buy |
410
+31
| +8% | +$3.83K | ﹤0.01% | 821 |
|
|
2024
Q1 | $48.7K | Buy |
379
+2
| +0.5% | +$257 | ﹤0.01% | 842 |
|
|
2023
Q4 | $42K | Sell |
377
-105
| -22% | -$11.7K | ﹤0.01% | 870 |
|
|
2023
Q3 | $48.4K | Sell |
482
-9
| -2% | -$904 | ﹤0.01% | 839 |
|
|
2023
Q2 | $51K | Hold |
491
| – | – | ﹤0.01% | 844 |
|
|
2023
Q1 | $45.8K | Sell |
491
-21
| -4% | -$1.96K | ﹤0.01% | 855 |
|
|
2022
Q4 | $55K | Hold |
512
| – | – | ﹤0.01% | 829 |
|
|
2022
Q3 | $51K | Hold |
512
| – | – | ﹤0.01% | 865 |
|
|
2022
Q2 | $46K | Hold |
512
| – | – | ﹤0.01% | 940 |
|
|
2022
Q1 | $56K | Hold |
512
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $51K | Buy |
+512
| New | +$51K | ﹤0.01% | 992 |
|