Beverly Hills Private Wealth’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $581K | Sell |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $573K | Sell |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $583K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $531K | Buy |
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|
2022
Q4 | $506K | Buy |
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