HB 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
$534K Sell
3,483
-342
-9% -$52.5K ﹤0.01% 698
2025
Q1
$531K Buy
3,825
+2,391
+167% +$332K ﹤0.01% 727
2024
Q4
$223K Buy
+1,434
New +$223K ﹤0.01% 920