Confluence Wealth Services’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
Q2 | $310K | Sell |
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|
2025
Q1 | $603K | Hold |
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|
2024
Q4 | $765K | Buy |
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|
2024
Q3 | $248K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $770K | Hold |
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|
2022
Q1 | $788K | Hold |
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|
2021
Q4 | $720K | Buy |
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