Westpac Banking Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $353K | Sell |
2,435
-45
| -2% | -$7.14K | 0.02% | 292 |
|
|
2025
Q4 | $398K | Buy |
2,480
+177
| +8% | +$28.6K | 0.03% | 281 |
|
|
2025
Q3 | $397K | Sell |
2,303
-103
| -4% | -$17.1K | 0.02% | 274 |
|
|
2025
Q2 | $369K | Sell |
2,406
-291
| -11% | -$41.7K | 0.02% | 285 |
|
|
2025
Q1 | $375K | Sell |
2,697
-117
| -4% | -$18.2K | 0.03% | 275 |
|
|
2024
Q4 | $437K | Sell |
2,814
-363
| -11% | -$54.8K | 0.03% | 285 |
|
|
2024
Q3 | $389K | Buy |
3,177
+2,554
| +410% | +$298K | 0.03% | 303 |
|
|
2024
Q2 | $77K | Buy |
623
+327
| +110% | +$40.4K | 0.01% | 400 |
|
|
2024
Q1 | $38K | Hold |
296
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $33K | Hold |
296
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $29.7K | Hold |
296
| – | – | ﹤0.01% | 497 |
|
|
2023
Q2 | $30.7K | Sell |
296
-70,012
| -100% | -$6.5M | ﹤0.01% | 468 |
|
|
2023
Q1 | $6.56M | Sell |
70,308
-12,981
| -16% | -$1.38M | 0.09% | 292 |
|
|
2022
Q4 | $8.9M | Sell |
83,289
-21,309
| -20% | -$2.39M | 0.13% | 200 |
|
|
2022
Q3 | $10.3M | Sell |
104,598
-21,221
| -17% | -$2.15M | 0.16% | 170 |
|
|
2022
Q2 | $11.2M | Sell |
125,819
-1,895
| -1% | -$186K | 0.15% | 187 |
|
|
2022
Q1 | $14M | Buy |
127,714
+28,358
| +29% | +$3M | 0.16% | 160 |
|
|
2021
Q4 | $9.98M | Sell |
99,356
-5,848
| -6% | -$578K | 0.1% | 251 |
|
|
2021
Q3 | $9.71M | Sell |
105,204
-103,425
| -50% | -$9.26M | 0.1% | 260 |
|
|
2021
Q2 | $18.1M | Buy |
208,629
+14,257
| +7% | +$1.24M | 0.18% | 142 |
|
|
2021
Q1 | $15.9M | Sell |
194,372
-2,185
| -1% | -$163K | 0.18% | 144 |
|
|
2020
Q4 | $12.5M | Buy |
196,557
+13,057
| +7% | +$747K | 0.14% | 177 |
|
|
2020
Q3 | $8.9M | Sell |
183,500
-6,007
| -3% | -$291K | 0.12% | 216 |
|
|
2020
Q2 | $8.7M | Sell |
189,507
-30,048
| -14% | -$1.35M | 0.13% | 201 |
|
|
2020
Q1 | $9.25M | Buy |
219,555
+38,359
| +21% | +$2.16M | 0.16% | 171 |
|
|
2019
Q4 | $10.8M | Buy |
181,196
+311
| +0.2% | +$18K | 0.14% | 200 |
|
|
2019
Q3 | $9.94M | Buy |
180,885
+168,487
| +1,359% | +$9.15M | 0.14% | 210 |
|
|
2019
Q2 | $699K | Hold |
12,398
| – | – | 0.01% | 614 |
|
|
2019
Q1 | $665K | Hold |
12,398
| – | – | 0.01% | 617 |
|
|
2018
Q4 | $615K | Sell |
12,398
-34,762
| -74% | -$1.85M | 0.01% | 679 |
|
|
2018
Q3 | $2.89M | Buy |
47,160
+34,762
| +280% | +$2.14M | 0.05% | 386 |
|
|
2018
Q2 | $738K | Hold |
12,398
| – | – | 0.01% | 555 |
|
|
2018
Q1 | $739K | Hold |
12,398
| – | – | 0.01% | 550 |
|
|
2017
Q4 | $738K | Hold |
12,398
| – | – | 0.02% | 530 |
|
|
2017
Q3 | $697K | Sell |
12,398
-268
| -2% | -$14.5K | 0.02% | 600 |
|
|
2017
Q2 | $677K | Sell |
12,666
-1,917,591
| -99% | -$96.5M | 0.01% | 613 |
|
|
2017
Q1 | $98.1M | Buy |
1,930,257
+1,903,969
| +7,243% | +$96.9M | 0.79% | 24 |
|
|
2016
Q4 | $1.24M | Sell |
26,288
-402
| -2% | -$17.8K | 0.01% | 541 |
|
|
2016
Q3 | $1.04M | Sell |
26,690
-940
| -3% | -$34.6K | 0.01% | 552 |
|
|
2016
Q2 | $908K | Buy |
27,630
+8,088
| +41% | +$277K | 0.01% | 604 |
|
|
2016
Q1 | $620K | Buy |
19,542
+1,482
| +8% | +$45.5K | 0.01% | 629 |
|
|
2015
Q4 | $698K | Buy |
18,060
+1,983
| +12% | +$73.9K | 0.01% | 628 |
|
|
2015
Q3 | $532K | Buy |
16,077
+8,026
| +100% | +$297K | 0.01% | 628 |
|
|
2015
Q2 | $320K | Sell |
8,051
-8,379
| -51% | -$326K | ﹤0.01% | 612 |
|
|
2015
Q1 | $668K | Sell |
16,430
-6,376
| -28% | -$238K | 0.01% | 686 |
|
|
2014
Q4 | $871K | Buy |
22,806
+2,959
| +15% | +$109K | 0.01% | 638 |
|
|
2014
Q3 | $709K | Buy |
19,847
+6,267
| +46% | +$219K | 0.01% | 676 |
|
|
2014
Q2 | $459K | Sell |
13,580
-244
| -2% | -$8.14K | ﹤0.01% | 770 |
|
|
2014
Q1 | $515K | Buy |
13,824
+2,550
| +23% | +$89.1K | 0.01% | 704 |
|
|
2013
Q4 | $392K | Hold |
11,274
| – | – | ﹤0.01% | 796 |
|
|
2013
Q3 | $313K | Buy |
11,274
+3,924
| +53% | +$113K | ﹤0.01% | 832 |
|
|
2013
Q2 | $211K | Buy |
+7,350
| New | +$213K | ﹤0.01% | 860 |
|
Other funds holding RJF
VCM
VPM
