Virtus Investment Advisers’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 | $1.55M | Buy |
10,088
+1,803
| +22% | +$277K | 0.52% | 61 |
|
|
2025
Q1 | $1.15M | Buy |
+8,285
| New | +$1.15M | 0.31% | 127 |
|
|
2022
Q4 | – | Sell |
-556
| Closed | -$55K | – | 363 |
|
|
2022
Q3 | $55K | Buy |
+556
| New | +$55K | 0.03% | 337 |
|
|
2018
Q1 | – | Sell |
-10,214
| Closed | -$608K | – | 354 |
|
|
2017
Q4 | $608K | Sell |
10,214
-652
| -6% | -$38.8K | 0.07% | 272 |
|
|
2017
Q3 | $611K | Sell |
10,866
-915
| -8% | -$51.5K | 0.06% | 284 |
|
|
2017
Q2 | $630K | Buy |
+11,781
| New | +$630K | 0.06% | 291 |
|