Drive 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
$368K Sell
2,400
-53
-2% -$8.13K 0.08% 204
2025
Q1
$341K Sell
2,453
-29
-1% -$4.03K 0.08% 196
2024
Q4
$385K Sell
2,482
-14
-0.6% -$2.17K 0.09% 170
2024
Q3
$306K Sell
2,496
-110
-4% -$13.5K 0.08% 210
2024
Q2
$322K Buy
2,606
+54
+2% +$6.68K 0.09% 182
2024
Q1
$329K Buy
2,552
+85
+3% +$11K 0.09% 189
2023
Q4
$276K Buy
2,467
+149
+6% +$16.7K 0.09% 206
2023
Q3
$234K Buy
2,318
+361
+18% +$36.4K 0.09% 213
2023
Q2
$204K Buy
+1,957
New +$204K 0.08% 247