Ballentine Partners’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 | $417K | Buy |
2,718
+310
| +13% | +$47.5K | 0.01% | 548 |
|
|
2025
Q1 | $334K | Buy |
2,408
+124
| +5% | +$17.2K | 0.01% | 582 |
|
|
2024
Q4 | $355K | Buy |
2,284
+128
| +6% | +$19.9K | 0.01% | 533 |
|
|
2024
Q3 | $264K | Buy |
2,156
+380
| +21% | +$46.5K | ﹤0.01% | 637 |
|
|
2024
Q2 | $220K | Sell |
1,776
-45
| -2% | -$5.56K | ﹤0.01% | 662 |
|
|
2024
Q1 | $234K | Buy |
+1,821
| New | +$234K | ﹤0.01% | 623 |
|