Vontobel Holding’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
$419K Sell
2,730
-19
-0.7% -$2.91K ﹤0.01% 839
2025
Q1
$382K Sell
2,749
-463
-14% -$64.3K ﹤0.01% 860
2024
Q4
$499K Buy
3,212
+772
+32% +$120K ﹤0.01% 791
2024
Q3
$299K Buy
2,440
+137
+6% +$16.8K ﹤0.01% 916
2024
Q2
$285K Sell
2,303
-504
-18% -$62.3K ﹤0.01% 904
2024
Q1
$360K Sell
2,807
-277
-9% -$35.6K ﹤0.01% 858
2023
Q4
$344K Hold
3,084
﹤0.01% 889
2023
Q3
$310K Hold
3,084
﹤0.01% 887
2023
Q2
$320K Sell
3,084
-96
-3% -$9.96K ﹤0.01% 907
2023
Q1
$297K Buy
3,180
+92
+3% +$8.58K ﹤0.01% 888
2022
Q4
$328K Buy
3,088
+502
+19% +$53.3K ﹤0.01% 869
2022
Q3
$254K Sell
2,586
-419
-14% -$41.2K ﹤0.01% 893
2022
Q2
$271K Sell
3,005
-157
-5% -$14.2K ﹤0.01% 867
2022
Q1
$355K Sell
3,162
-1,016
-24% -$114K ﹤0.01% 882
2021
Q4
$422K Sell
4,178
-856
-17% -$86.5K ﹤0.01% 848
2021
Q3
$465K Sell
5,034
-47
-0.9% -$4.34K ﹤0.01% 817
2021
Q2
$441K Buy
5,081
+1,160
+30% +$101K ﹤0.01% 803
2021
Q1
$320K Buy
+3,921
New +$320K ﹤0.01% 783