Whittier Trust’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 | $66.6K | Hold |
434
| – | – | ﹤0.01% | 886 |
|
|
2025
Q1 | $60.3K | Hold |
434
| – | – | ﹤0.01% | 896 |
|
|
2024
Q4 | $67.4K | Hold |
434
| – | – | ﹤0.01% | 882 |
|
|
2024
Q3 | $53.1K | Hold |
434
| – | – | ﹤0.01% | 910 |
|
|
2024
Q2 | $53.6K | Hold |
434
| – | – | ﹤0.01% | 900 |
|
|
2024
Q1 | $55.7K | Hold |
434
| – | – | ﹤0.01% | 920 |
|
|
2023
Q4 | $48.4K | Sell |
434
-10
| -2% | -$1.12K | ﹤0.01% | 925 |
|
|
2023
Q3 | $44.6K | Sell |
444
-177
| -29% | -$17.8K | ﹤0.01% | 946 |
|
|
2023
Q2 | $64.4K | Sell |
621
-96
| -13% | -$9.96K | ﹤0.01% | 879 |
|
|
2023
Q1 | $66.9K | Hold |
717
| – | – | ﹤0.01% | 911 |
|
|
2022
Q4 | $76.6K | Sell |
717
-6
| -0.8% | -$641 | ﹤0.01% | 883 |
|
|
2022
Q3 | $71K | Sell |
723
-14
| -2% | -$1.38K | ﹤0.01% | 902 |
|
|
2022
Q2 | $66K | Buy |
737
+9
| +1% | +$806 | ﹤0.01% | 903 |
|
|
2022
Q1 | $80K | Buy |
728
+6
| +0.8% | +$659 | ﹤0.01% | 881 |
|
|
2021
Q4 | $72K | Sell |
722
-5
| -0.7% | -$499 | ﹤0.01% | 899 |
|
|
2021
Q3 | $67K | Buy |
727
+536
| +281% | +$49.4K | ﹤0.01% | 868 |
|
|
2021
Q2 | $16K | Hold |
191
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q1 | $16K | Buy |
191
+138
| +260% | +$11.6K | ﹤0.01% | 1175 |
|
|
2020
Q4 | $3K | Hold |
53
| – | – | ﹤0.01% | 1298 |
|
|
2020
Q3 | $3K | Hold |
53
| – | – | ﹤0.01% | 1302 |
|
|
2020
Q2 | $2K | Hold |
53
| – | – | ﹤0.01% | 1296 |
|
|
2020
Q1 | $2K | Sell |
53
-36
| -40% | -$1.36K | ﹤0.01% | 1348 |
|
|
2019
Q4 | $5K | Buy |
89
+36
| +68% | +$2.02K | ﹤0.01% | 1249 |
|
|
2019
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 1332 |
|
|
2018
Q2 | – | Sell |
-257
| Closed | -$15K | – | 1322 |
|
|
2018
Q1 | $15K | Hold |
257
| – | – | ﹤0.01% | 989 |
|
|
2017
Q4 | $15K | Hold |
257
| – | – | ﹤0.01% | 977 |
|
|
2017
Q3 | $14K | Hold |
257
| – | – | ﹤0.01% | 972 |
|
|
2017
Q2 | $14K | Hold |
257
| – | – | ﹤0.01% | 943 |
|
|
2017
Q1 | $13K | Buy |
+257
| New | +$13K | ﹤0.01% | 966 |
|