B. Riley Wealth Advisors’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 | $292K | Buy |
+1,901
| New | +$292K | 0.01% | 711 |
|
|
2024
Q4 | $775K | Sell |
4,988
-502
| -9% | -$78K | 0.03% | 540 |
|
|
2024
Q3 | $675K | Sell |
5,490
-894
| -14% | -$110K | 0.02% | 627 |
|
|
2024
Q2 | $789K | Buy |
6,384
+1,687
| +36% | +$209K | 0.02% | 621 |
|
|
2024
Q1 | $474K | Buy |
4,697
+1,399
| +42% | +$141K | 0.01% | 819 |
|
|
2023
Q4 | $369K | Sell |
3,298
-1,399
| -30% | -$157K | 0.01% | 966 |
|
|
2023
Q3 | $474K | Sell |
4,697
-3,364
| -42% | -$339K | 0.01% | 819 |
|
|
2023
Q2 | $840K | Sell |
8,061
-161
| -2% | -$16.8K | 0.02% | 625 |
|
|
2023
Q1 | $770K | Buy |
+8,222
| New | +$770K | 0.02% | 636 |
|
|
2022
Q2 | – | Sell |
-3,205
| Closed | -$353K | – | 1362 |
|
|
2022
Q1 | $353K | Sell |
3,205
-644
| -17% | -$70.9K | 0.01% | 935 |
|
|
2021
Q4 | $387K | Buy |
3,849
+519
| +16% | +$52.2K | 0.01% | 947 |
|
|
2021
Q3 | $308K | Buy |
+3,330
| New | +$308K | 0.01% | 1026 |
|
|
2021
Q1 | – | Sell |
-4,532
| Closed | -$290K | – | 1403 |
|
|
2020
Q4 | $290K | Sell |
4,532
-706
| -13% | -$45.2K | 0.02% | 773 |
|
|
2020
Q3 | $254K | Buy |
5,238
+300
| +6% | +$14.5K | 0.01% | 767 |
|
|
2020
Q2 | $228K | Sell |
4,938
-192
| -4% | -$8.87K | 0.02% | 730 |
|
|
2020
Q1 | $217K | Sell |
5,130
-2
| -0% | -$85 | 0.02% | 644 |
|
|
2019
Q4 | $307K | Buy |
+5,132
| New | +$307K | 0.03% | 586 |
|
|
2015
Q1 | – | Sell |
-686
| Closed | -$26 | – | 1668 |
|
|
2014
Q4 | $26 | Buy |
+686
| New | +$26 | ﹤0.01% | 2425 |
|
|
2014
Q3 | – | Sell |
-752
| Closed | -$25.4K | – | 1621 |
|
|
2014
Q2 | $25.4K | Buy |
+752
| New | +$25.4K | 0.01% | 1357 |
|