Berry Wealth Group’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 | $301K | Sell |
1,961
-143
| -7% | -$21.9K | 0.21% | 68 |
|
|
2025
Q1 | $292K | Buy |
2,104
+5
| +0.2% | +$695 | 0.23% | 65 |
|
|
2024
Q4 | $326K | Buy |
2,099
+6
| +0.3% | +$932 | 0.24% | 51 |
|
|
2024
Q3 | $256K | Sell |
2,093
-128
| -6% | -$15.7K | 0.18% | 74 |
|
|
2024
Q2 | $275K | Buy |
2,221
+6
| +0.3% | +$742 | 0.22% | 56 |
|
|
2024
Q1 | $284K | Buy |
2,215
+1
| +0% | +$128 | 0.24% | 54 |
|
|
2023
Q4 | $247K | Buy |
+2,214
| New | +$247K | 0.23% | 53 |
|