Beverly Hills Private Wealth’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 | $534K | Sell |
3,485
-319
| -8% | -$48.9K | 0.1% | 168 |
|
|
2025
Q1 | $528K | Buy |
3,804
+114
| +3% | +$15.8K | 0.1% | 168 |
|
|
2024
Q4 | $573K | Sell |
3,690
-371
| -9% | -$57.6K | 0.12% | 157 |
|
|
2024
Q3 | $497K | Sell |
4,061
-586
| -13% | -$71.8K | 0.1% | 187 |
|
|
2024
Q2 | $574K | Sell |
4,647
-288
| -6% | -$35.6K | 0.12% | 171 |
|
|
2024
Q1 | $634K | Sell |
4,935
-298
| -6% | -$38.3K | 0.15% | 156 |
|
|
2023
Q4 | $583K | Sell |
5,233
-514
| -9% | -$57.3K | 0.15% | 145 |
|
|
2023
Q3 | $577K | Sell |
5,747
-5,843
| -50% | -$587K | 0.17% | 133 |
|
|
2023
Q2 | $1.25M | Buy |
11,590
+5,894
| +103% | +$636K | 0.21% | 112 |
|
|
2023
Q1 | $531K | Buy |
5,696
+963
| +20% | +$89.8K | 0.16% | 142 |
|
|
2022
Q4 | $506K | Buy |
+4,733
| New | +$506K | 0.22% | 110 |
|