Envestnet Portfolio Solutions’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 | $2.39M | Sell |
15,599
-1,510
| -9% | -$232K | 0.01% | 512 |
|
|
2025
Q1 | $2.38M | Sell |
17,109
-6,259
| -27% | -$869K | 0.01% | 536 |
|
|
2024
Q4 | $3.63M | Sell |
23,368
-69
| -0.3% | -$10.7K | 0.01% | 477 |
|
|
2024
Q3 | $2.87M | Sell |
23,437
-3,252
| -12% | -$398K | 0.01% | 555 |
|
|
2024
Q2 | $3.3M | Buy |
26,689
+514
| +2% | +$63.5K | 0.01% | 479 |
|
|
2024
Q1 | $3.36M | Buy |
26,175
+953
| +4% | +$122K | 0.01% | 489 |
|
|
2023
Q4 | $2.81M | Sell |
25,222
-1,189
| -5% | -$133K | 0.01% | 503 |
|
|
2023
Q3 | $2.65M | Buy |
+26,411
| New | +$2.65M | 0.01% | 468 |
|