United Services Automobile Association’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
2025 Q2	–	Sell	-4,353	Closed	-$605K	–	816
2025 Q1	$605K	Buy	+4,353	New	+$676K	0.02%	449
2019 Q3	–	Sell	-61,646	Closed	-$3.48M	–	1447
2019 Q2	$3.48M	Hold	61,646	–	–	0.01%	934
2019 Q1	$3.31M	Sell	61,646 -528	-0.8%	-$28.3K	0.01%	939
2018 Q4	$3.08M	Sell	62,174 -1,210	-2%	-$64.5K	0.01%	923
2018 Q3	$3.89M	Buy	63,384 +2,020	+3%	+$124K	0.01%	914
2018 Q2	$3.65M	Hold	61,364	–	–	0.01%	941
2018 Q1	$3.66M	Sell	61,364 -11,904	-16%	-$741K	0.01%	931
2017 Q4	$4.36M	Buy	73,268 +467	+0.6%	+$26.9K	0.01%	849
2017 Q3	$4.09M	Hold	72,801	–	–	0.01%	836
2017 Q2	$3.89M	Buy	72,801 +1,788	+3%	+$90K	0.01%	819
2017 Q1	$3.61M	Buy	71,013 +39,747	+127%	+$2.02M	0.01%	835
2016 Q4	$1.44M	Buy	+31,266	New	+$1.38M	﹤0.01%	1053
2016 Q3	–	Sell	-35,892	Closed	-$1.18M	–	1328
2016 Q2	$1.18M	Buy	35,892 +675	+2%	+$23.1K	﹤0.01%	1048
2016 Q1	$1.12M	Sell	35,217 -2,996	-8%	-$92K	﹤0.01%	1047
2015 Q4	$1.48M	Buy	+38,213	New	+$1.42M	0.01%	1004
2015 Q3	–	Sell	-6,342	Closed	-$252K	–	1306
2015 Q2	$252K	Buy	+6,342	New	+$247K	﹤0.01%	1244
2014 Q3	–	Sell	-13,350	Closed	-$452K	–	1253
2014 Q2	$452K	Buy	13,350 +1,650	+14%	+$55.1K	﹤0.01%	1160
2014 Q1	$436K	Hold	11,700	–	–	﹤0.01%	1156
2013 Q4	$407K	Buy	+11,700	New	+$363K	﹤0.01%	1163
2013 Q3	–	Sell	-437,582	Closed	-$12.5M	–	1249
2013 Q2	$12.5M	Buy	+437,582	New	+$12.7M	0.06%	334