Valeo Financial 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
Q2 | – | Sell |
-1,611
| Closed | -$233K | – | 875 |
|
|
2026
Q1 | $233K | Sell |
1,611
-361
| -18% | -$57.3K | 0.01% | 638 |
|
|
2025
Q4 | $317K | Buy |
1,972
+48
| +2% | +$7.75K | 0.01% | 599 |
|
|
2025
Q3 | $332K | Buy |
1,924
+61
| +3% | +$10.1K | 0.01% | 577 |
|
|
2025
Q2 | $286K | Buy |
1,863
+7
| +0.4% | +$1K | 0.01% | 594 |
|
|
2025
Q1 | $258K | Buy |
1,856
+39
| +2% | +$6.05K | 0.01% | 566 |
|
|
2024
Q4 | $282K | Buy |
1,817
+13
| +0.7% | +$1.96K | 0.01% | 562 |
|
|
2024
Q3 | $221K | Sell |
1,804
-5
| -0.3% | -$584 | 0.01% | 626 |
|
|
2024
Q2 | $224K | Buy |
+1,809
| New | +$223K | 0.01% | 584 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$9K | – | 2163 |
|
|
2020
Q4 | $9K | Buy |
+140
| New | +$8.01K | ﹤0.01% | 1225 |
|
|
2020
Q3 | – | Sell |
-438
| Closed | -$20K | – | 2055 |
|
|
2020
Q2 | $20K | Buy |
438
+99
| +29% | +$4.46K | ﹤0.01% | 1065 |
|
|
2020
Q1 | $15K | Buy |
339
+90
| +36% | +$5.08K | ﹤0.01% | 964 |
|
|
2019
Q4 | $15K | Buy |
249
+172
| +223% | +$9.93K | ﹤0.01% | 986 |
|
|
2019
Q3 | $4K | Hold |
77
| – | – | ﹤0.01% | 1264 |
|
|
2019
Q2 | $4K | Sell |
77
-37
| -32% | -$2.11K | ﹤0.01% | 1285 |
|
|
2019
Q1 | $6K | Buy |
114
+3
| +3% | +$161 | ﹤0.01% | 1113 |
|
|
2018
Q4 | $6K | Sell |
111
-123
| -53% | -$6.55K | ﹤0.01% | 1030 |
|
|
2018
Q3 | $12K | Buy |
234
+145
| +163% | +$8.93K | ﹤0.01% | 920 |
|
|
2018
Q2 | $5K | Sell |
89
-153
| -63% | -$9.49K | ﹤0.01% | 1151 |
|
|
2018
Q1 | $14K | Buy |
242
+155
| +178% | +$9.64K | ﹤0.01% | 839 |
|
|
2017
Q4 | $5K | Buy |
87
+1
| +1% | +$58 | ﹤0.01% | 1023 |
|
|
2017
Q3 | $5K | Buy |
+86
| New | +$4.64K | ﹤0.01% | 880 |
|
Other funds holding RJF
CAM
AIM
CAMG
CNB
QCM
HWAM
P
UAS