Cyndeo Wealth Partners’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 | $727K | Sell |
4,738
-20
| -0.4% | -$3.07K | 0.04% | 261 |
|
|
2025
Q1 | $661K | Sell |
4,758
-21
| -0.4% | -$2.92K | 0.04% | 262 |
|
|
2024
Q4 | $742K | Hold |
4,779
| – | – | 0.05% | 249 |
|
|
2024
Q3 | $585K | Sell |
4,779
-319
| -6% | -$39.1K | 0.04% | 277 |
|
|
2024
Q2 | $630K | Hold |
5,098
| – | – | 0.05% | 253 |
|
|
2024
Q1 | $655K | Hold |
5,098
| – | – | 0.05% | 235 |
|
|
2023
Q4 | $568K | Hold |
5,098
| – | – | 0.05% | 234 |
|
|
2023
Q3 | $512K | Sell |
5,098
-56
| -1% | -$5.62K | 0.05% | 223 |
|
|
2023
Q2 | $535K | Buy |
5,154
+319
| +7% | +$33.1K | 0.06% | 216 |
|
|
2023
Q1 | $451K | Hold |
4,835
| – | – | 0.05% | 226 |
|
|
2022
Q4 | $517K | Buy |
+4,835
| New | +$517K | 0.06% | 212 |
|