Beaird Harris 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
Q2 | $1.07K | Buy |
+7
| New | +$1.07K | ﹤0.01% | 553 |
|
|
2025
Q1 | – | Sell |
-31
| Closed | -$4.82K | – | 528 |
|
|
2024
Q4 | $4.82K | Hold |
31
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $3.8K | Hold |
31
| – | – | ﹤0.01% | 395 |
|
|
2024
Q2 | $3.83K | Hold |
31
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $3.98K | Sell |
31
-37
| -54% | -$4.75K | ﹤0.01% | 413 |
|
|
2023
Q4 | $7.58K | Buy |
+68
| New | +$7.58K | ﹤0.01% | 351 |
|
|
2023
Q1 | – | Sell |
-53
| Closed | -$5.66K | – | 694 |
|
|
2022
Q4 | $5.66K | Buy |
+53
| New | +$5.66K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-57
| Closed | -$6K | – | 561 |
|
|
2022
Q1 | $6K | Buy |
+57
| New | +$6K | ﹤0.01% | 411 |
|