Waterloo Capital’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
Q3 | $594K | Buy |
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|
2025
Q2 | $506K | Buy |
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|
2025
Q1 | $450K | Buy |
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|
2024
Q4 | $499K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $458K | Buy |
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|
2023
Q3 | $409K | Sell |
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|
2023
Q2 | $475K | Buy |
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|
2023
Q1 | $376K | Buy |
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|
2020
Q1 | $214K | Buy |
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