Darwin Wealth Management’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 | $419K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $315K | Buy |
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|
2023
Q4 | $273K | Hold |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $251K | Hold |
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|
2023
Q1 | $229K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $168K | Hold |
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|
2019
Q4 | $239K | Hold |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Hold |
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|
2018
Q2 | $237K | Sell |
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|
2018
Q1 | $572K | Buy |
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