Annis Gardner Whiting Capital 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 | $277K | Hold |
1,806
| – | – | 0.1% | 184 |
|
|
2025
Q1 | $251K | Buy |
1,806
+8
| +0.4% | +$1.11K | 0.11% | 164 |
|
|
2024
Q4 | $279K | Sell |
1,798
-29
| -2% | -$4.51K | 0.08% | 183 |
|
|
2024
Q3 | $224K | Hold |
1,827
| – | – | 0.06% | 200 |
|
|
2024
Q2 | $226K | Sell |
1,827
-5
| -0.3% | -$618 | 0.06% | 202 |
|
|
2024
Q1 | $236K | Buy |
1,832
+32
| +2% | +$4.12K | 0.08% | 170 |
|
|
2023
Q4 | $202K | Hold |
1,800
| – | – | 0.09% | 151 |
|
|
2023
Q3 | $182K | Buy |
+1,800
| New | +$182K | 0.1% | 146 |
|