Dogwood 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 | – | Sell |
-13
| Closed | -$1.81K | – | 728 |
|
|
2025
Q1 | $1.81K | Buy |
+13
| New | +$1.81K | ﹤0.01% | 357 |
|
|
2024
Q4 | – | Hold |
0
| – | -$2 | – | 576 |
|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 500 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 528 |
|
|
2024
Q1 | – | Hold |
0
| – | -$3 | – | 531 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 499 |
|