EverSource Wealth Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $225K | Buy |
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|
2025
Q2 | $182K | Buy |
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|
2025
Q1 | $69.3K | Buy |
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|
2024
Q4 | $56.2K | Buy |
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|
2024
Q3 | $42.3K | Buy |
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|
2024
Q2 | $28.7K | Sell |
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|
2024
Q1 | $69.6K | Buy |
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|
2023
Q4 | $62.4K | Buy |
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|
2023
Q3 | $50.2K | Sell |
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|
2023
Q2 | $98.2K | Buy |
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|
2023
Q1 | $79.9K | Sell |
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|
2022
Q4 | $97.9K | Sell |
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|
2022
Q3 | $106K | Buy |
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|
2022
Q2 | $82K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $105K | Buy |
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