Avantax Advisory Services’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 | $2.7M | Buy |
17,634
+6
| +0% | +$920 | 0.01% | 664 |
|
|
2025
Q1 | $2.45M | Buy |
17,628
+1,175
| +7% | +$163K | 0.01% | 661 |
|
|
2024
Q4 | $2.56M | Sell |
16,453
-2,249
| -12% | -$349K | 0.02% | 610 |
|
|
2024
Q3 | $2.29M | Sell |
18,702
-387
| -2% | -$47.4K | 0.02% | 637 |
|
|
2024
Q2 | $2.36M | Buy |
+19,089
| New | +$2.36M | 0.02% | 596 |
|
|
2024
Q1 | – | Sell |
-3,345
| Closed | -$373K | – | 1715 |
|
|
2023
Q4 | $373K | Sell |
3,345
-144
| -4% | -$16.1K | ﹤0.01% | 1123 |
|
|
2023
Q3 | $350K | Buy |
3,489
+401
| +13% | +$40.3K | ﹤0.01% | 1111 |
|
|
2023
Q2 | $320K | Sell |
3,088
-106
| -3% | -$11K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $298K | Buy |
3,194
+115
| +4% | +$10.7K | ﹤0.01% | 1154 |
|
|
2022
Q4 | $329K | Buy |
3,079
+227
| +8% | +$24.3K | ﹤0.01% | 1055 |
|
|
2022
Q3 | $282K | Buy |
2,852
+48
| +2% | +$4.75K | ﹤0.01% | 1038 |
|
|
2022
Q2 | $251K | Hold |
2,804
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q1 | $309K | Hold |
2,804
| – | – | ﹤0.01% | 983 |
|
|
2021
Q4 | $281K | Hold |
2,804
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $258K | Hold |
2,804
| – | – | ﹤0.01% | 994 |
|
|
2021
Q2 | $243K | Sell |
2,804
-81
| -3% | -$7.02K | ﹤0.01% | 994 |
|
|
2021
Q1 | $236K | Buy |
+2,885
| New | +$236K | 0.01% | 905 |
|
|
2020
Q4 | – | Sell |
-4,652
| Closed | -$226K | – | 1272 |
|
|
2020
Q3 | $226K | Buy |
+4,652
| New | +$226K | ﹤0.01% | 1166 |
|
|
2020
Q1 | – | Sell |
-3,812
| Closed | -$227K | – | 873 |
|
|
2019
Q4 | $227K | Buy |
+3,812
| New | +$227K | 0.01% | 741 |
|