Bell Investment 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 | $24.2K | Buy |
158
+17
| +12% | +$2.61K | ﹤0.01% | 377 |
|
|
2025
Q1 | $19.6K | Hold |
141
| – | – | ﹤0.01% | 397 |
|
|
2024
Q4 | $21.9K | Buy |
141
+9
| +7% | +$1.4K | ﹤0.01% | 364 |
|
|
2024
Q3 | $16.2K | Sell |
132
-5
| -4% | -$612 | ﹤0.01% | 446 |
|
|
2024
Q2 | $16.9K | Hold |
137
| – | – | ﹤0.01% | 433 |
|
|
2024
Q1 | $17.6K | Hold |
137
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $15.3K | Buy |
137
+15
| +12% | +$1.67K | ﹤0.01% | 426 |
|
|
2023
Q3 | $12.3K | Sell |
122
-20
| -14% | -$2.01K | ﹤0.01% | 434 |
|
|
2023
Q2 | $14.7K | Buy |
142
+22
| +18% | +$2.28K | ﹤0.01% | 381 |
|
|
2023
Q1 | $11.2K | Sell |
120
-5
| -4% | -$466 | ﹤0.01% | 447 |
|
|
2022
Q4 | $13.4K | Buy |
125
+5
| +4% | +$534 | ﹤0.01% | 393 |
|
|
2022
Q3 | $12K | Buy |
120
+10
| +9% | +$1K | ﹤0.01% | 372 |
|
|
2022
Q2 | $10K | Buy |
+110
| New | +$10K | ﹤0.01% | 434 |
|
|
2021
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2021
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 493 |
|