Dynamic Advisor Solutions’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Sell |
1,852
-205
| -10% | -$31.4K | 0.01% | 763 |
|
|
2025
Q1 | $286K | Buy |
2,057
+229
| +13% | +$31.8K | 0.01% | 723 |
|
|
2024
Q4 | $284K | Sell |
1,828
-688
| -27% | -$107K | 0.01% | 547 |
|
|
2024
Q3 | $308K | Sell |
2,516
-30
| -1% | -$3.67K | 0.01% | 741 |
|
|
2024
Q2 | $315K | Sell |
2,546
-176
| -6% | -$21.8K | 0.01% | 751 |
|
|
2024
Q1 | $350K | Buy |
2,722
+43
| +2% | +$5.52K | 0.01% | 706 |
|
|
2023
Q4 | $300K | Buy |
2,679
+237
| +10% | +$26.6K | 0.01% | 716 |
|
|
2023
Q3 | $245K | Buy |
+2,442
| New | +$245K | 0.01% | 717 |
|