EI
Ellevest Inc’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
1,619
-1,122
| -41% | -$172K | 0.04% | 338 |
|
|
2025
Q1 | $381K | Buy |
+2,741
| New | +$381K | 0.03% | 241 |
|
|
2024
Q3 | – | Sell |
-2,096
| Closed | -$259K | – | 449 |
|
|
2024
Q2 | $259K | Buy |
+2,096
| New | +$259K | 0.02% | 342 |
|
|
2023
Q2 | – | Sell |
-528
| Closed | -$49.2K | – | 1356 |
|
|
2023
Q1 | $49.2K | Sell |
528
-325
| -38% | -$30.3K | ﹤0.01% | 604 |
|
|
2022
Q4 | $91.1K | Buy |
853
+236
| +38% | +$25.2K | 0.01% | 466 |
|
|
2022
Q3 | $61K | Buy |
+617
| New | +$61K | 0.01% | 529 |
|
|
2020
Q3 | – | Sell |
-34
| Closed | -$2K | – | 1293 |
|
|
2020
Q2 | $2K | Sell |
34
-9
| -21% | -$529 | ﹤0.01% | 907 |
|
|
2020
Q1 | $3K | Buy |
43
+20
| +87% | +$1.4K | ﹤0.01% | 722 |
|
|
2019
Q4 | $2K | Buy |
23
+13
| +130% | +$1.13K | ﹤0.01% | 691 |
|
|
2019
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 449 |
|