Great Lakes Retirement’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 | $434K | Sell |
2,830
-224
| -7% | -$34.4K | 0.05% | 177 |
|
|
2025
Q1 | $424K | Buy |
3,054
+129
| +4% | +$17.9K | 0.06% | 177 |
|
|
2024
Q4 | $454K | Sell |
2,925
-145
| -5% | -$22.5K | 0.06% | 175 |
|
|
2024
Q3 | $376K | Buy |
3,070
+8
| +0.3% | +$980 | 0.05% | 178 |
|
|
2024
Q2 | $378K | Sell |
3,062
-177
| -5% | -$21.9K | 0.05% | 174 |
|
|
2024
Q1 | $416K | Sell |
3,239
-31
| -0.9% | -$3.98K | 0.06% | 175 |
|
|
2023
Q4 | $365K | Sell |
3,270
-23
| -0.7% | -$2.57K | 0.06% | 186 |
|
|
2023
Q3 | $331K | Sell |
3,293
-69
| -2% | -$6.93K | 0.06% | 191 |
|
|
2023
Q2 | $349K | Buy |
+3,362
| New | +$349K | 0.06% | 190 |
|