AWAU
Alliance Wealth Advisors (Utah)’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Sell |
2,240
-88
| -4% | -$13.5K | 0.08% | 202 |
|
|
2025
Q1 | $323K | Sell |
2,328
-163
| -7% | -$22.6K | 0.08% | 203 |
|
|
2024
Q4 | $387K | Sell |
2,491
-185
| -7% | -$28.7K | 0.1% | 187 |
|
|
2024
Q3 | $328K | Buy |
2,676
+373
| +16% | +$45.7K | 0.09% | 197 |
|
|
2024
Q2 | $285K | Sell |
2,303
-96
| -4% | -$11.9K | 0.08% | 195 |
|
|
2024
Q1 | $308K | Sell |
2,399
-84
| -3% | -$10.8K | 0.09% | 200 |
|
|
2023
Q4 | $277K | Sell |
2,483
-12
| -0.5% | -$1.34K | 0.09% | 204 |
|
|
2023
Q3 | $251K | Buy |
2,495
+4
| +0.2% | +$402 | 0.09% | 199 |
|
|
2023
Q2 | $258K | Sell |
2,491
-61
| -2% | -$6.33K | 0.1% | 194 |
|
|
2023
Q1 | $238K | Buy |
2,552
+77
| +3% | +$7.18K | 0.1% | 201 |
|
|
2022
Q4 | $264K | Buy |
+2,475
| New | +$264K | 0.12% | 178 |
|