Belpointe Asset 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 | $912K | Buy |
5,947
+423
| +8% | +$64.9K | 0.04% | 388 |
|
|
2025
Q1 | $767K | Buy |
5,524
+854
| +18% | +$119K | 0.04% | 416 |
|
|
2024
Q4 | $558K | Sell |
4,670
-545
| -10% | -$65.2K | 0.03% | 484 |
|
|
2024
Q3 | $639K | Buy |
5,215
+1,780
| +52% | +$218K | 0.04% | 435 |
|
|
2024
Q2 | $425K | Buy |
+3,435
| New | +$425K | 0.03% | 491 |
|
|
2023
Q2 | – | Sell |
-1,656
| Closed | -$154K | – | 2755 |
|
|
2023
Q1 | $154K | Buy |
1,656
+373
| +29% | +$34.8K | 0.01% | 1064 |
|
|
2022
Q4 | $137K | Buy |
1,283
+107
| +9% | +$11.4K | 0.01% | 1066 |
|
|
2022
Q3 | $116K | Buy |
+1,176
| New | +$116K | 0.01% | 1091 |
|
|
2022
Q2 | – | Sell |
-1,028
| Closed | -$113K | – | 1241 |
|
|
2022
Q1 | $113K | Buy |
+1,028
| New | +$113K | 0.01% | 1163 |
|