FWG Investments’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
Q1
Sell
-2,163
Closed -$336K 105
2024
Q4
$336K Sell
2,163
-93
-4% -$14.4K 0.26% 90
2024
Q3
$276K Buy
2,256
+360
+19% +$44.1K 0.24% 95
2024
Q2
$234K Buy
1,896
+28
+1% +$3.46K 0.24% 98
2024
Q1
$240K Buy
+1,868
New +$240K 0.26% 92