AE Wealth Management’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
Q1 | – | Sell |
-1,319
| Closed | -$205K | – | 2260 |
|
|
2024
Q4 | $205K | Buy |
+1,319
| New | +$205K | ﹤0.01% | 1265 |
|
|
2024
Q2 | – | Sell |
-2,041
| Closed | -$262K | – | 1267 |
|
|
2024
Q1 | $262K | Sell |
2,041
-821
| -29% | -$105K | ﹤0.01% | 1004 |
|
|
2023
Q4 | $324K | Buy |
+2,862
| New | +$324K | ﹤0.01% | 1663 |
|
|
2023
Q1 | – | Sell |
-6,438
| Closed | -$688K | – | 1981 |
|
|
2022
Q4 | $688K | Buy |
6,438
+1,477
| +30% | +$158K | 0.01% | 1143 |
|
|
2022
Q3 | $490K | Buy |
4,961
+238
| +5% | +$23.5K | ﹤0.01% | 1272 |
|
|
2022
Q2 | $422K | Buy |
+4,723
| New | +$422K | ﹤0.01% | 1282 |
|