Heritage Wealth Advisors’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 | $2.06M | Hold |
13,416
| – | – | 0.1% | 58 |
|
|
2025
Q1 | $1.86M | Hold |
13,416
| – | – | 0.09% | 58 |
|
|
2024
Q4 | $2.08M | Sell |
13,416
-176
| -1% | -$27.3K | 0.1% | 56 |
|
|
2024
Q3 | $1.66M | Hold |
13,592
| – | – | 0.08% | 65 |
|
|
2024
Q2 | $1.68M | Sell |
13,592
-44
| -0.3% | -$5.44K | 0.08% | 62 |
|
|
2024
Q1 | $1.75M | Hold |
13,636
| – | – | 0.08% | 63 |
|
|
2023
Q4 | $1.52M | Sell |
13,636
-224
| -2% | -$25K | 0.08% | 65 |
|
|
2023
Q3 | $1.39M | Hold |
13,860
| – | – | 0.08% | 63 |
|
|
2023
Q2 | $1.44M | Hold |
13,860
| – | – | 0.08% | 63 |
|
|
2023
Q1 | $1.29M | Hold |
13,860
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $1.48M | Sell |
13,860
-243
| -2% | -$26K | 0.09% | 64 |
|
|
2022
Q3 | $1.39M | Hold |
14,103
| – | – | 0.1% | 60 |
|
|
2022
Q2 | $1.26M | Sell |
14,103
-18
| -0.1% | -$1.61K | 0.09% | 65 |
|
|
2022
Q1 | $1.55M | Hold |
14,121
| – | – | 0.09% | 62 |
|
|
2021
Q4 | $1.42M | Sell |
14,121
-202
| -1% | -$20.3K | 0.08% | 72 |
|
|
2021
Q3 | $1.32M | Sell |
14,323
-1
| -0% | -$92 | 0.08% | 68 |
|
|
2021
Q2 | $1.24M | Sell |
14,324
-22
| -0.2% | -$1.91K | 0.08% | 73 |
|
|
2021
Q1 | $1.17M | Sell |
14,346
-81
| -0.6% | -$6.62K | 0.07% | 73 |
|
|
2020
Q4 | $920K | Sell |
14,427
-453
| -3% | -$28.9K | 0.06% | 90 |
|
|
2020
Q3 | $722K | Hold |
14,880
| – | – | 0.09% | 76 |
|
|
2020
Q2 | $683K | Hold |
14,880
| – | – | 0.1% | 72 |
|
|
2020
Q1 | $627K | Sell |
14,880
-45
| -0.3% | -$1.9K | 0.11% | 71 |
|
|
2019
Q4 | $890K | Sell |
14,925
-378
| -2% | -$22.5K | 0.12% | 73 |
|
|
2019
Q3 | $841K | Hold |
15,303
| – | – | 0.12% | 73 |
|
|
2019
Q2 | $863K | Hold |
15,303
| – | – | 0.13% | 71 |
|
|
2019
Q1 | $820K | Hold |
15,303
| – | – | 0.13% | 64 |
|
|
2018
Q4 | $759K | Hold |
15,303
| – | – | 0.15% | 63 |
|
|
2018
Q3 | $939K | Sell |
15,303
-324
| -2% | -$19.9K | 0.18% | 56 |
|
|
2018
Q2 | $931K | Buy |
+15,627
| New | +$931K | 0.35% | 49 |
|