Annis Gardner Whiting Capital Advisors’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Buy
2025
Q2
$277K Hold
2025
Q1
$251K Buy
2024
Q4
$279K Sell
2024
Q3
$224K Hold
2024
Q2
$226K Sell
2024
Q1
$236K Buy
2023
Q4
$202K Hold
2023
Q3
$182K Buy