B. Riley Wealth Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $332K | Buy |
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|
2025
Q2 | $292K | Buy |
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|
2024
Q4 | $775K | Sell |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $789K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $474K | Sell |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $770K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $308K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $26 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $25.4K | Buy |
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