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EP Wealth Advisors’s Raymond James Financial RJF Stock Holding History

EP Wealth Advisors’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$302K Buy
1,971
+465
+31% +$71.3K ﹤0.01% 1010
2025
Q1 		$209K Buy
1,506
+78
+5% +$10.8K ﹤0.01% 1110
2024
Q4 		$222K Buy
+1,428
New +$222K ﹤0.01% 1024