Avion Wealth’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 | $6K | Buy |
45
+12
| +36% | +$1.6K | ﹤0.01% | 595 |
|
|
2025
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 555 |
|
|
2024
Q4 | $5K | Buy |
33
+2
| +6% | +$303 | ﹤0.01% | 553 |
|
|
2024
Q3 | $3K | Buy |
31
+4
| +15% | +$387 | ﹤0.01% | 632 |
|
|
2024
Q2 | $3K | Buy |
27
+12
| +80% | +$1.33K | ﹤0.01% | 572 |
|
|
2024
Q1 | $2K | Hold |
15
| – | – | ﹤0.01% | 754 |
|
|
2023
Q4 | $2K | Buy |
15
+5
| +50% | +$667 | ﹤0.01% | 610 |
|
|
2023
Q3 | $1K | Buy |
10
+5
| +100% | +$500 | ﹤0.01% | 714 |
|
|
2023
Q2 | $0 | Sell |
5
-2
| -29% | – | ﹤0.01% | 986 |
|
|
2023
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 734 |
|