Waterloo Capital’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 | $506K | Buy |
3,302
+64
| +2% | +$9.82K | 0.04% | 269 |
|
|
2025
Q1 | $450K | Buy |
3,238
+27
| +0.8% | +$3.75K | 0.04% | 262 |
|
|
2024
Q4 | $499K | Sell |
3,211
-166
| -5% | -$25.8K | 0.05% | 227 |
|
|
2024
Q3 | $414K | Buy |
3,377
+7
| +0.2% | +$857 | 0.05% | 268 |
|
|
2024
Q2 | $417K | Sell |
3,370
-1,052
| -24% | -$130K | 0.05% | 242 |
|
|
2024
Q1 | $568K | Buy |
4,422
+310
| +8% | +$39.8K | 0.07% | 205 |
|
|
2023
Q4 | $458K | Buy |
4,112
+43
| +1% | +$4.8K | 0.07% | 224 |
|
|
2023
Q3 | $409K | Sell |
4,069
-508
| -11% | -$51K | 0.12% | 119 |
|
|
2023
Q2 | $475K | Buy |
4,577
+550
| +14% | +$57.1K | 0.14% | 91 |
|
|
2023
Q1 | $376K | Buy |
+4,027
| New | +$376K | 0.12% | 112 |
|
|
2020
Q1 | $214K | Buy |
+5,069
| New | +$214K | 0.15% | 138 |
|