Avior Wealth Management’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 |
-36
| Closed | -$5.59K | – | 1980 |
|
|
2024
Q4 | $5.59K | Buy |
36
+5
| +16% | +$777 | ﹤0.01% | 1826 |
|
|
2024
Q3 | $3.8K | Buy |
31
+4
| +15% | +$490 | ﹤0.01% | 1866 |
|
|
2024
Q2 | $3.34K | Sell |
27
-479
| -95% | -$59.2K | ﹤0.01% | 1840 |
|
|
2024
Q1 | $65K | Buy |
+506
| New | +$65K | ﹤0.01% | 1134 |
|
|
2019
Q3 | – | Sell |
-5,730
| Closed | -$323K | – | 855 |
|
|
2019
Q2 | $323K | Sell |
5,730
-960
| -14% | -$54.1K | 0.06% | 279 |
|
|
2019
Q1 | $358K | Sell |
6,690
-2,688
| -29% | -$144K | 0.08% | 248 |
|
|
2018
Q4 | $465K | Buy |
9,378
+75
| +0.8% | +$3.72K | 0.11% | 175 |
|
|
2018
Q3 | $571K | Buy |
9,303
+825
| +10% | +$50.6K | 0.12% | 160 |
|
|
2018
Q2 | $505K | Sell |
8,478
-3,735
| -31% | -$222K | 0.11% | 168 |
|
|
2018
Q1 | $728K | Sell |
12,213
-1,323
| -10% | -$78.9K | 0.17% | 129 |
|
|
2017
Q4 | $806K | Buy |
+13,536
| New | +$806K | 0.18% | 117 |
|