Westfield Capital Management’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 | $6.15M | Hold |
40,095
| – | – | 0.03% | 200 |
|
|
2025
Q1 | $5.57M | Hold |
40,095
| – | – | 0.03% | 209 |
|
|
2024
Q4 | $6.23M | Hold |
40,095
| – | – | 0.03% | 202 |
|
|
2024
Q3 | $4.91M | Hold |
40,095
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $4.96M | Hold |
40,095
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $5.15M | Hold |
40,095
| – | – | 0.03% | 220 |
|
|
2023
Q4 | $4.47M | Hold |
40,095
| – | – | 0.03% | 215 |
|
|
2023
Q3 | $4.03M | Hold |
40,095
| – | – | 0.03% | 208 |
|
|
2023
Q2 | $4.16M | Hold |
40,095
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $3.74M | Hold |
40,095
| – | – | 0.03% | 203 |
|
|
2022
Q4 | $4.28M | Hold |
40,095
| – | – | 0.03% | 193 |
|
|
2022
Q3 | $3.96M | Hold |
40,095
| – | – | 0.03% | 201 |
|
|
2022
Q2 | $3.59M | Hold |
40,095
| – | – | 0.03% | 207 |
|
|
2022
Q1 | $4.41M | Hold |
40,095
| – | – | 0.03% | 207 |
|
|
2021
Q4 | $4.03M | Hold |
40,095
| – | – | 0.02% | 204 |
|
|
2021
Q3 | $3.7M | Hold |
40,095
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $3.47M | Hold |
40,095
| – | – | 0.02% | 211 |
|
|
2021
Q1 | $3.28M | Hold |
40,095
| – | – | 0.02% | 209 |
|
|
2020
Q4 | $2.56M | Hold |
40,095
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $1.95M | Hold |
40,095
| – | – | 0.01% | 212 |
|
|
2020
Q2 | $1.84M | Hold |
40,095
| – | – | 0.01% | 213 |
|
|
2020
Q1 | $1.69M | Sell |
40,095
-35,154
| -47% | -$1.48M | 0.01% | 208 |
|
|
2019
Q4 | $4.49M | Sell |
75,249
-1,440
| -2% | -$85.9K | 0.03% | 208 |
|
|
2019
Q3 | $4.22M | Sell |
76,689
-684,129
| -90% | -$37.6M | 0.03% | 209 |
|
|
2019
Q2 | $42.9M | Sell |
760,818
-138,239
| -15% | -$7.79M | 0.32% | 108 |
|
|
2019
Q1 | $48.2M | Buy |
899,057
+5,342
| +0.6% | +$286K | 0.37% | 94 |
|
|
2018
Q4 | $44.3M | Sell |
893,715
-340,959
| -28% | -$16.9M | 0.38% | 86 |
|
|
2018
Q3 | $75.8M | Buy |
1,234,674
+569,305
| +86% | +$34.9M | 0.53% | 63 |
|
|
2018
Q2 | $39.6M | Buy |
665,369
+78,038
| +13% | +$4.65M | 0.3% | 110 |
|
|
2018
Q1 | $35M | Sell |
587,331
-2,738
| -0.5% | -$163K | 0.27% | 124 |
|
|
2017
Q4 | $35.1M | Sell |
590,069
-533,872
| -48% | -$31.8M | 0.27% | 140 |
|
|
2017
Q3 | $63.2M | Buy |
1,123,941
+147,802
| +15% | +$8.31M | 0.49% | 75 |
|
|
2017
Q2 | $52.2M | Buy |
976,139
+206,325
| +27% | +$11M | 0.45% | 83 |
|
|
2017
Q1 | $39.1M | Sell |
769,814
-201,922
| -21% | -$10.3M | 0.34% | 104 |
|
|
2016
Q4 | $44.9M | Sell |
971,736
-70,898
| -7% | -$3.27M | 0.39% | 94 |
|
|
2016
Q3 | $40.5M | Sell |
1,042,634
-11,160
| -1% | -$433K | 0.33% | 105 |
|
|
2016
Q2 | $34.6M | Sell |
1,053,794
-52,237
| -5% | -$1.72M | 0.29% | 117 |
|
|
2016
Q1 | $35.1M | Sell |
1,106,031
-396,000
| -26% | -$12.6M | 0.27% | 117 |
|
|
2015
Q4 | $58M | Sell |
1,502,031
-86,370
| -5% | -$3.34M | 0.39% | 87 |
|
|
2015
Q3 | $52.6M | Buy |
1,588,401
+49,387
| +3% | +$1.63M | 0.37% | 92 |
|
|
2015
Q2 | $61.1M | Sell |
1,539,014
-99,547
| -6% | -$3.95M | 0.37% | 92 |
|
|
2015
Q1 | $62M | Sell |
1,638,561
-8,477
| -0.5% | -$321K | 0.36% | 96 |
|
|
2014
Q4 | $62.9M | Sell |
1,647,038
-140,235
| -8% | -$5.36M | 0.37% | 89 |
|
|
2014
Q3 | $63.8M | Sell |
1,787,273
-61,770
| -3% | -$2.21M | 0.39% | 88 |
|
|
2014
Q2 | $62.5M | Sell |
1,849,043
-53,392
| -3% | -$1.81M | 0.37% | 88 |
|
|
2014
Q1 | $70.9M | Sell |
1,902,435
-819,930
| -30% | -$30.6M | 0.42% | 82 |
|
|
2013
Q4 | $94.7M | Buy |
2,722,365
+591,975
| +28% | +$20.6M | 0.56% | 61 |
|
|
2013
Q3 | $59.2M | Sell |
2,130,390
-36,510
| -2% | -$1.01M | 0.38% | 90 |
|
|
2013
Q2 | $62.1M | Buy |
+2,166,900
| New | +$62.1M | 0.43% | 80 |
|