Gitterman Wealth Management’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
$245K Buy
+1,596
New +$245K 0.06% 108
2024
Q4
Sell
-2,361
Closed -$289K 152
2024
Q3
$289K Buy
+2,361
New +$289K 0.12% 67