Yorktown Management & Research Company’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 | $989K | Hold |
6,450
| – | – | 0.94% | 12 |
|
|
2025
Q1 | $896K | Hold |
6,450
| – | – | 0.97% | 12 |
|
|
2024
Q4 | $1M | Hold |
6,450
| – | – | 0.96% | 11 |
|
|
2024
Q3 | $790K | Hold |
6,450
| – | – | 0.81% | 22 |
|
|
2024
Q2 | $797K | Hold |
6,450
| – | – | 0.86% | 21 |
|
|
2024
Q1 | $828K | Hold |
6,450
| – | – | 0.79% | 14 |
|
|
2023
Q4 | $719K | Hold |
6,450
| – | – | 0.75% | 25 |
|
|
2023
Q3 | $648K | Hold |
6,450
| – | – | 0.73% | 25 |
|
|
2023
Q2 | $669K | Hold |
6,450
| – | – | 0.72% | 29 |
|
|
2023
Q1 | $602K | Hold |
6,450
| – | – | 0.65% | 39 |
|
|
2022
Q4 | $689K | Hold |
6,450
| – | – | 0.84% | 23 |
|
|
2022
Q3 | $637K | Hold |
6,450
| – | – | 0.83% | 23 |
|
|
2022
Q2 | $577K | Hold |
6,450
| – | – | 0.74% | 32 |
|
|
2022
Q1 | $709K | Hold |
6,450
| – | – | 0.6% | 41 |
|
|
2021
Q4 | $648K | Hold |
6,450
| – | – | 0.44% | 70 |
|
|
2021
Q3 | $595K | Hold |
6,450
| – | – | 0.45% | 65 |
|
|
2021
Q2 | $559K | Hold |
6,450
| – | – | 0.44% | 69 |
|
|
2021
Q1 | $527K | Hold |
6,450
| – | – | 0.44% | 67 |
|
|
2020
Q4 | $411K | Hold |
6,450
| – | – | 0.37% | 126 |
|
|
2020
Q3 | $313K | Hold |
6,450
| – | – | 0.29% | 185 |
|
|
2020
Q2 | $296K | Buy |
+6,450
| New | +$296K | 0.27% | 197 |
|
|
2019
Q2 | – | Sell |
-5,250
| Closed | -$281K | – | 350 |
|
|
2019
Q1 | $281K | Hold |
5,250
| – | – | 0.09% | 263 |
|
|
2018
Q4 | $260K | Hold |
5,250
| – | – | 0.09% | 267 |
|
|
2018
Q3 | $322K | Hold |
5,250
| – | – | 0.09% | 248 |
|
|
2018
Q2 | $313K | Hold |
5,250
| – | – | 0.09% | 256 |
|
|
2018
Q1 | $313K | Hold |
5,250
| – | – | 0.09% | 250 |
|
|
2017
Q4 | $313K | Buy |
+5,250
| New | +$313K | 0.09% | 261 |
|
|
2016
Q2 | – | Sell |
-7,500
| Closed | -$238K | – | 355 |
|
|
2016
Q1 | $238K | Hold |
7,500
| – | – | 0.05% | 289 |
|
|
2015
Q4 | $290K | Hold |
7,500
| – | – | 0.05% | 255 |
|
|
2015
Q3 | $248K | Hold |
7,500
| – | – | 0.04% | 336 |
|
|
2015
Q2 | $298K | Hold |
7,500
| – | – | 0.05% | 248 |
|
|
2015
Q1 | $284K | Hold |
7,500
| – | – | 0.05% | 252 |
|
|
2014
Q4 | $286K | Buy |
+7,500
| New | +$286K | 0.06% | 190 |
|