GVAG
Great Valley Advisor Group’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
4,076
+61
| +2% | +$9.36K | 0.01% | 550 |
|
|
2025
Q1 | $558K | Buy |
4,015
+1
| +0% | +$139 | 0.01% | 568 |
|
|
2024
Q4 | $624K | Hold |
4,014
| – | – | 0.01% | 535 |
|
|
2024
Q3 | $492K | Buy |
4,014
+42
| +1% | +$5.14K | 0.01% | 566 |
|
|
2024
Q2 | $491K | Buy |
3,972
+112
| +3% | +$13.8K | 0.01% | 532 |
|
|
2024
Q1 | $496K | Buy |
3,860
+4
| +0.1% | +$514 | 0.02% | 498 |
|
|
2023
Q4 | $430K | Buy |
3,856
+1
| +0% | +$111 | 0.02% | 491 |
|
|
2023
Q3 | $387K | Buy |
3,855
+118
| +3% | +$11.9K | 0.02% | 493 |
|
|
2023
Q2 | $388K | Hold |
3,737
| – | – | 0.02% | 498 |
|
|
2023
Q1 | $349K | Hold |
3,737
| – | – | 0.02% | 503 |
|
|
2022
Q4 | $399K | Sell |
3,737
-28
| -0.7% | -$2.99K | 0.02% | 486 |
|
|
2022
Q3 | $372K | Hold |
3,765
| – | – | 0.02% | 487 |
|
|
2022
Q2 | $337K | Hold |
3,765
| – | – | 0.02% | 523 |
|
|
2022
Q1 | $414K | Sell |
3,765
-95
| -2% | -$10.4K | 0.02% | 424 |
|
|
2021
Q4 | $388K | Hold |
3,860
| – | – | 0.02% | 439 |
|
|
2021
Q3 | $356K | Buy |
3,860
+1,286
| +50% | +$119K | 0.02% | 424 |
|
|
2021
Q2 | $334K | Sell |
2,574
-155
| -6% | -$20.1K | 0.02% | 436 |
|
|
2021
Q1 | $334K | Hold |
2,729
| – | – | 0.03% | 385 |
|
|
2020
Q4 | $261K | Buy |
+2,729
| New | +$261K | 0.03% | 398 |
|
|
2020
Q1 | – | Sell |
-2,729
| Closed | -$244K | – | 364 |
|
|
2019
Q4 | $244K | Hold |
2,729
| – | – | 0.05% | 315 |
|
|
2019
Q3 | $225K | Hold |
2,729
| – | – | 0.05% | 313 |
|
|
2019
Q2 | $231K | Hold |
2,729
| – | – | 0.06% | 297 |
|
|
2019
Q1 | $219K | Hold |
2,729
| – | – | 0.07% | 273 |
|
|
2018
Q4 | $203K | Buy |
+2,729
| New | +$203K | 0.08% | 223 |
|