AW
Atlas Wealth’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Hold |
9,740
| – | – | 0.55% | 41 |
|
|
2025
Q1 | $1.35M | Sell |
9,740
-764
| -7% | -$106K | 0.53% | 36 |
|
|
2024
Q4 | $1.63M | Hold |
10,504
| – | – | 0.62% | 33 |
|
|
2024
Q3 | $1.29M | Sell |
10,504
-10,724
| -51% | -$1.31M | 0.56% | 28 |
|
|
2024
Q2 | $2.56M | Buy |
21,228
+10,359
| +95% | +$1.25M | 0.3% | 66 |
|
|
2024
Q1 | $1.4M | Buy |
10,869
+278
| +3% | +$35.7K | 0.68% | 27 |
|
|
2023
Q4 | $1.06M | Hold |
10,591
| – | – | 0.58% | 28 |
|
|
2023
Q3 | $1.06M | Buy |
10,591
+15
| +0.1% | +$1.51K | 0.2% | 72 |
|
|
2023
Q2 | $1.16M | Buy |
10,576
+95
| +0.9% | +$10.4K | 0.21% | 73 |
|
|
2023
Q1 | $978K | Buy |
10,481
+234
| +2% | +$21.8K | 0.19% | 76 |
|
|
2022
Q4 | $1.09M | Buy |
+10,247
| New | +$1.09M | 0.3% | 56 |
|