BOK Financial 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
$628K Buy
4,097
+932
+29% +$143K 0.04% 112
2025
Q1
$440K Buy
3,165
+3,081
+3,668% +$428K 0.03% 131
2024
Q4
$13K Buy
84
+14
+20% +$2.18K ﹤0.01% 353
2024
Q3
$8.57K Sell
70
-406
-85% -$49.7K ﹤0.01% 400
2024
Q2
$58.8K Buy
+476
New +$58.8K ﹤0.01% 240