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

FSM Wealth Advisors’s Portfolio RJF Stock Details RJF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$232K Buy
+1,476
New +$232K 0.04% 251
2025
Q1 		– Sell
-1,297
Closed -$214K – 216
2024
Q4 		$214K Buy
+1,297
New +$214K 0.05% 179