Great Valley Advisor Group’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $703K | Sell |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $624K | Hold |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $387K | Buy |
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|
2023
Q2 | $388K | Hold |
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|
2023
Q1 | $349K | Hold |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $337K | Hold |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $388K | Hold |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $334K | Hold |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Hold |
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|
2019
Q3 | $225K | Hold |
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|
2019
Q2 | $231K | Hold |
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|
2019
Q1 | $219K | Hold |
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|
2018
Q4 | $203K | Buy |
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