GHP Investment Advisors’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
Q2 | $1.07M | Buy |
6,973
+441
| +7% | +$67.6K | 0.05% | 264 |
|
|
2025
Q1 | $907K | Buy |
+6,532
| New | +$907K | 0.04% | 268 |
|
|
2023
Q2 | – | Sell |
-9
| Closed | -$840 | – | 957 |
|
|
2023
Q1 | $840 | Sell |
9
-107
| -92% | -$9.99K | ﹤0.01% | 871 |
|
|
2022
Q4 | $12.4K | Hold |
116
| – | – | ﹤0.01% | 649 |
|
|
2022
Q3 | $11K | Buy |
116
+107
| +1,189% | +$10.1K | ﹤0.01% | 664 |
|
|
2022
Q2 | $1K | Sell |
9
-21
| -70% | -$2.33K | ﹤0.01% | 889 |
|
|
2022
Q1 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 866 |
|