CWM
Congress Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Sell |
89,696
-9,977
| -10% | -$1.53M | 0.13% | 181 |
|
|
2025
Q1 | $13.8M | Sell |
99,673
-16,535
| -14% | -$2.3M | 0.17% | 156 |
|
|
2024
Q4 | $18.1M | Sell |
116,208
-2,783
| -2% | -$432K | 0.25% | 114 |
|
|
2024
Q3 | $14.6M | Buy |
118,991
+501
| +0.4% | +$61.4K | 0.19% | 157 |
|
|
2024
Q2 | $14.6M | Sell |
118,490
-586
| -0.5% | -$72.4K | 0.23% | 123 |
|
|
2024
Q1 | $15.3M | Sell |
119,076
-317
| -0.3% | -$40.7K | 0.26% | 107 |
|
|
2023
Q4 | $13.3M | Buy |
119,393
+389
| +0.3% | +$43.4K | 0.24% | 119 |
|
|
2023
Q3 | $12M | Buy |
119,004
+491
| +0.4% | +$49.3K | 0.25% | 117 |
|
|
2023
Q2 | $12.3M | Sell |
118,513
-693
| -0.6% | -$71.9K | 0.29% | 107 |
|
|
2023
Q1 | $11.1M | Buy |
119,206
+637
| +0.5% | +$59.4K | 0.27% | 114 |
|
|
2022
Q4 | $12.7M | Sell |
118,569
-15,310
| -11% | -$1.64M | 0.33% | 77 |
|
|
2022
Q3 | $13.2M | Buy |
133,879
+639
| +0.5% | +$63.1K | 0.36% | 64 |
|
|
2022
Q2 | $11.9M | Sell |
133,240
-2,369
| -2% | -$212K | 0.3% | 81 |
|
|
2022
Q1 | $14.9M | Buy |
135,609
+1,239
| +0.9% | +$136K | 0.33% | 71 |
|
|
2021
Q4 | $13.5M | Buy |
+134,370
| New | +$13.5M | 0.27% | 98 |
|