Clearstead Advisors’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 | $38.7K | Sell |
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|
2025
Q2 | $62.1K | Buy |
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|
2025
Q1 | $35.1K | Sell |
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|
2024
Q4 | $44.4K | Hold |
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|
2024
Q3 | $35K | Buy |
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|
2024
Q2 | $35.2K | Buy |
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|
2024
Q1 | $6.29K | Sell |
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|
2023
Q4 | $8.81K | Buy |
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|
2023
Q3 | $5.42K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.68K | Buy |
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|
2022
Q4 | $8.87K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2K | Buy |
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|
2021
Q2 | $2K | Buy |
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