Whittier Trust’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 | $33.2K | Sell |
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|
2025
Q2 | $66.6K | Hold |
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|
2025
Q1 | $60.3K | Hold |
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|
2024
Q4 | $67.4K | Hold |
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|
2024
Q3 | $53.1K | Hold |
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|
2024
Q2 | $53.6K | Hold |
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|
2024
Q1 | $55.7K | Hold |
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|
2023
Q4 | $48.4K | Sell |
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|
2023
Q3 | $44.6K | Sell |
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|
2023
Q2 | $64.4K | Sell |
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|
2023
Q1 | $66.9K | Hold |
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|
2022
Q4 | $76.6K | Sell |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q4 | $72K | Sell |
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|
2021
Q3 | $67K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Buy |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | $3K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $13K | Buy |
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