Addison Advisors’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 | $110K | Buy |
717
+20
| +3% | +$3.07K | 0.03% | 295 |
|
2025
Q1 | $96.8K | Buy |
697
+5
| +0.7% | +$695 | 0.03% | 304 |
|
2024
Q4 | $107K | Buy |
692
+1
| +0.1% | +$155 | 0.03% | 290 |
|
2024
Q3 | $84.6K | Buy |
691
+19
| +3% | +$2.33K | 0.02% | 326 |
|
2024
Q2 | $83.1K | Buy |
672
+29
| +5% | +$3.59K | 0.03% | 312 |
|
2024
Q1 | $82.6K | Buy |
643
+91
| +16% | +$11.7K | 0.03% | 306 |
|
2023
Q4 | $61.5K | Buy |
552
+136
| +33% | +$15.2K | 0.02% | 333 |
|
2023
Q3 | $41.8K | Buy |
416
+103
| +33% | +$10.3K | 0.02% | 348 |
|
2023
Q2 | $32.5K | Buy |
313
+37
| +13% | +$3.84K | 0.02% | 366 |
|
2023
Q1 | $25.7K | Buy |
276
+15
| +6% | +$1.4K | 0.01% | 367 |
|
2022
Q4 | $27.9K | Buy |
261
+55
| +27% | +$5.88K | 0.02% | 343 |
|
2022
Q3 | $20K | Buy |
206
+93
| +82% | +$9.03K | 0.01% | 354 |
|
2022
Q2 | $10K | Sell |
113
-1
| -0.9% | -$88 | 0.01% | 443 |
|
2022
Q1 | $13K | Buy |
114
+50
| +78% | +$5.7K | 0.01% | 448 |
|
2021
Q4 | $6K | Buy |
64
+52
| +433% | +$4.88K | ﹤0.01% | 455 |
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 426 |
|