Darwin Wealth Management’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 | $372K | Buy |
2,423
+10
| +0.4% | +$1.53K | 0.13% | 104 |
|
|
2025
Q1 | $375K | Hold |
2,413
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $375K | Sell |
2,413
-134
| -5% | -$20.8K | 0.13% | 101 |
|
|
2024
Q3 | $312K | Buy |
+2,547
| New | +$312K | 0.09% | 114 |
|
|
2024
Q2 | – | Sell |
-2,455
| Closed | -$315K | – | 131 |
|
|
2024
Q1 | $315K | Buy |
2,455
+7
| +0.3% | +$899 | 0.09% | 110 |
|
|
2023
Q4 | $273K | Hold |
2,448
| – | – | 0.07% | 122 |
|
|
2023
Q3 | $246K | Buy |
2,448
+59
| +2% | +$5.93K | 0.07% | 127 |
|
|
2023
Q2 | $251K | Hold |
2,389
| – | – | 0.06% | 125 |
|
|
2023
Q1 | $229K | Buy |
+2,389
| New | +$229K | 0.06% | 141 |
|
|
2020
Q2 | – | Sell |
-4,014
| Closed | -$168K | – | 628 |
|
|
2020
Q1 | $168K | Hold |
4,014
| – | – | 0.05% | 147 |
|
|
2019
Q4 | $239K | Hold |
4,014
| – | – | 0.06% | 139 |
|
|
2019
Q3 | $221K | Buy |
4,014
+427
| +12% | +$23.5K | 0.07% | 137 |
|
|
2019
Q2 | $202K | Buy |
+3,587
| New | +$202K | 0.06% | 142 |
|
|
2018
Q4 | – | Sell |
-3,977
| Closed | -$244K | – | 118 |
|
|
2018
Q3 | $244K | Hold |
3,977
| – | – | 0.14% | 113 |
|
|
2018
Q2 | $237K | Sell |
3,977
-5,629
| -59% | -$335K | 0.15% | 113 |
|
|
2018
Q1 | $572K | Buy |
+9,606
| New | +$572K | 0.41% | 51 |
|