Y-Intercept (HK)’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 | $2.13M | Buy |
13,859
+3,866
| +39% | +$593K | 0.05% | 579 |
|
2025
Q1 | $1.39M | Buy |
9,993
+4,027
| +67% | +$559K | 0.09% | 288 |
|
2024
Q4 | $927K | Buy |
5,966
+2,183
| +58% | +$339K | 0.06% | 459 |
|
2024
Q3 | $463K | Buy |
+3,783
| New | +$463K | 0.03% | 808 |
|
2023
Q4 | – | Sell |
-4,388
| Closed | -$441K | – | 1589 |
|
2023
Q3 | $441K | Buy |
+4,388
| New | +$441K | 0.04% | 613 |
|
2022
Q4 | – | Sell |
-21,600
| Closed | -$2.13M | – | 1295 |
|
2022
Q3 | $2.13M | Buy |
+21,600
| New | +$2.13M | 0.21% | 137 |
|
2022
Q1 | – | Sell |
-3,702
| Closed | -$372K | – | 914 |
|
2021
Q4 | $372K | Buy |
+3,702
| New | +$372K | 0.09% | 332 |
|
2021
Q1 | – | Sell |
-3,938
| Closed | -$247K | – | 770 |
|
2020
Q4 | $247K | Buy |
+3,938
| New | +$247K | 0.1% | 379 |
|