Raymond James Financial shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 10k | 172.60 |
| 2025-06-30 | $1.5M | 9.6k | 153.37 |
| 2025-03-31 | $1.2M | 8.7k | 138.91 |
| 2024-12-31 | $2.9M | 19k | 155.33 |
| 2024-09-30 | $3.4M | 28k | 122.46 |
| 2024-06-30 | $3.6M | 29k | 123.61 |
| 2024-03-31 | $3.8M | 30k | 128.42 |
| 2023-09-30 | $1.7M | 17k | 100.43 |
| 2023-06-30 | $1.7M | 16k | 103.77 |
| 2023-03-31 | $1.5M | 16k | 93.27 |
| 2022-12-31 | $1.9M | 18k | 106.85 |
| 2022-09-30 | $1.9M | 20k | 98.80 |
| 2022-06-30 | $1.9M | 21k | 89.41 |
| 2022-03-31 | $2.3M | 21k | 109.93 |
| 2021-12-31 | $2.2M | 22k | 100.39 |
| 2021-09-30 | $2.1M | 23k | 92.29 |
| 2021-06-30 | $2.0M | 15k | 129.90 |
| 2021-03-31 | $981k | 8.0k | 122.59 |
| 2020-12-31 | $775k | 8.1k | 95.67 |
| 2020-09-30 | $582k | 8.0k | 72.77 |
| 2020-06-30 | $550k | 8.0k | 68.81 |
| 2020-03-31 | $388k | 6.1k | 63.24 |
| 2019-12-31 | $471k | 5.2k | 91.44 |
| 2019-09-30 | $460k | 5.1k | 89.70 |
| 2019-06-30 | $394k | 5.2k | 75.97 |
| 2019-03-31 | $419k | 5.2k | 80.48 |
| 2018-12-31 | $417k | 5.2k | 80.10 |
| 2018-09-30 | $404k | 5.0k | 81.26 |
| 2018-06-30 | $448k | 5.0k | 89.42 |
| 2018-03-31 | $451k | 5.0k | 89.43 |
More positions owned by Mount Yale Investment Advisors
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