Cyndeo Wealth Partners’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 | $811K | Sell |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $742K | Hold |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $630K | Hold |
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|
2024
Q1 | $655K | Hold |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $535K | Buy |
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|
2023
Q1 | $451K | Hold |
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|
2022
Q4 | $517K | Buy |
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