Corient 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 | $3.98M | Buy |
25,931
+662
| +3% | +$102K | ﹤0.01% | 838 |
|
|
2025
Q1 | $3.51M | Buy |
25,269
+3,987
| +19% | +$554K | 0.01% | 786 |
|
|
2024
Q4 | $3.31M | Buy |
21,282
+658
| +3% | +$102K | 0.01% | 824 |
|
|
2024
Q3 | $2.53M | Sell |
20,624
-2,507
| -11% | -$307K | ﹤0.01% | 970 |
|
|
2024
Q2 | $2.86M | Buy |
23,131
+3,472
| +18% | +$429K | 0.01% | 883 |
|
|
2024
Q1 | $2.52M | Buy |
19,659
+3,403
| +21% | +$437K | ﹤0.01% | 921 |
|
|
2023
Q4 | $1.81M | Sell |
16,256
-4,630
| -22% | -$516K | ﹤0.01% | 1048 |
|
|
2023
Q3 | $2.1M | Sell |
20,886
-4,745
| -19% | -$477K | ﹤0.01% | 888 |
|
|
2023
Q2 | $2.66M | Sell |
25,631
-14,521
| -36% | -$1.51M | 0.01% | 816 |
|
|
2023
Q1 | $3.74M | Buy |
40,152
+19,705
| +96% | +$1.83M | 0.01% | 668 |
|
|
2022
Q4 | $2.18M | Buy |
+20,447
| New | +$2.18M | 0.01% | 678 |
|