Atria Wealth Solutions’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 |
-4,024
| Closed | -$625K | – | 2028 |
|
|
2024
Q4 | $625K | Buy |
+4,024
| New | +$625K | 0.01% | 1138 |
|
|
2024
Q3 | – | Sell |
-1,726
| Closed | -$213K | – | 2008 |
|
|
2024
Q2 | $213K | Sell |
1,726
-2,471
| -59% | -$305K | ﹤0.01% | 1708 |
|
|
2024
Q1 | $541K | Buy |
4,197
+1,297
| +45% | +$167K | 0.01% | 1215 |
|
|
2023
Q4 | $324K | Buy |
2,900
+302
| +12% | +$33.8K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $262K | Sell |
2,598
-104
| -4% | -$10.5K | ﹤0.01% | 1500 |
|
|
2023
Q2 | $281K | Sell |
2,702
-316
| -10% | -$32.9K | ﹤0.01% | 1482 |
|
|
2023
Q1 | $283K | Buy |
3,018
+71
| +2% | +$6.65K | ﹤0.01% | 1446 |
|
|
2022
Q4 | $316K | Sell |
2,947
-1,927
| -40% | -$207K | 0.01% | 1323 |
|
|
2022
Q3 | $483K | Sell |
4,874
-3,076
| -39% | -$305K | 0.01% | 1035 |
|
|
2022
Q2 | $712K | Sell |
7,950
-85
| -1% | -$7.61K | 0.01% | 815 |
|
|
2022
Q1 | $883K | Buy |
+8,035
| New | +$883K | 0.01% | 785 |
|