EverSource Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $182K | Buy |
1,184
+685
| +137% | +$105K | 0.01% | 898 |
|
|
2025
Q1 | $69.3K | Buy |
499
+137
| +38% | +$19K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $56.2K | Buy |
362
+16
| +5% | +$2.48K | ﹤0.01% | 1138 |
|
|
2024
Q3 | $42.3K | Buy |
346
+98
| +40% | +$12K | ﹤0.01% | 1134 |
|
|
2024
Q2 | $28.7K | Sell |
248
-323
| -57% | -$37.4K | ﹤0.01% | 1336 |
|
|
2024
Q1 | $69.6K | Buy |
571
+11
| +2% | +$1.34K | 0.01% | 850 |
|
|
2023
Q4 | $62.4K | Buy |
560
+60
| +12% | +$6.69K | 0.01% | 813 |
|
|
2023
Q3 | $50.2K | Sell |
500
-446
| -47% | -$44.8K | 0.01% | 804 |
|
|
2023
Q2 | $98.2K | Buy |
946
+90
| +11% | +$9.34K | 0.01% | 587 |
|
|
2023
Q1 | $79.9K | Sell |
856
-60
| -7% | -$5.6K | 0.01% | 624 |
|
|
2022
Q4 | $97.9K | Sell |
916
-150
| -14% | -$16K | 0.01% | 517 |
|
|
2022
Q3 | $106K | Buy |
1,066
+154
| +17% | +$15.3K | 0.02% | 416 |
|
|
2022
Q2 | $82K | Sell |
912
-165
| -15% | -$14.8K | 0.02% | 434 |
|
|
2022
Q1 | $118K | Buy |
1,077
+34
| +3% | +$3.73K | 0.03% | 310 |
|
|
2021
Q4 | $105K | Buy |
+1,043
| New | +$105K | 0.03% | 305 |
|