BTWM
Baker Tilly Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,741
| Closed | -$480K | – | 386 |
|
|
2024
Q1 | $480K | Buy |
3,741
+3
| +0.1% | +$385 | 0.09% | 262 |
|
|
2023
Q4 | $417K | Sell |
3,738
-66
| -2% | -$7.36K | 0.07% | 326 |
|
|
2023
Q3 | $382K | Sell |
3,804
-92
| -2% | -$9.24K | 0.06% | 320 |
|
|
2023
Q2 | $404K | Sell |
3,896
-3
| -0.1% | -$311 | 0.04% | 391 |
|
|
2023
Q1 | $364K | Sell |
3,899
-122
| -3% | -$11.4K | 0.04% | 410 |
|
|
2022
Q4 | $430K | Sell |
4,021
-3,092
| -43% | -$330K | 0.05% | 360 |
|
|
2022
Q3 | $703K | Buy |
7,113
+1,534
| +27% | +$152K | 0.1% | 228 |
|
|
2022
Q2 | $499K | Sell |
5,579
-394
| -7% | -$35.2K | 0.07% | 304 |
|
|
2022
Q1 | $656K | Sell |
5,973
-895
| -13% | -$98.3K | 0.07% | 272 |
|
|
2021
Q4 | $690K | Buy |
6,868
+1,240
| +22% | +$125K | 0.07% | 289 |
|
|
2021
Q3 | $519K | Buy |
5,628
+2,324
| +70% | +$214K | 0.07% | 305 |
|
|
2021
Q2 | $429K | Buy |
3,304
+580
| +21% | +$75.3K | 0.07% | 313 |
|
|
2021
Q1 | $334K | Buy |
2,724
+542
| +25% | +$66.5K | 0.07% | 334 |
|
|
2020
Q4 | $209K | Buy |
+2,182
| New | +$209K | 0.06% | 315 |
|