Heritage Wealth Advisors’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 | $2.32M | Hold |
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|
2025
Q2 | $2.06M | Hold |
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|
2025
Q1 | $1.86M | Hold |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $1.66M | Hold |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.75M | Hold |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.39M | Hold |
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|
2023
Q2 | $1.44M | Hold |
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|
2023
Q1 | $1.29M | Hold |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.39M | Hold |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.55M | Hold |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.32M | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $920K | Sell |
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|
2020
Q3 | $722K | Hold |
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|
2020
Q2 | $683K | Hold |
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|
2020
Q1 | $627K | Sell |
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|
2019
Q4 | $890K | Sell |
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|
2019
Q3 | $841K | Hold |
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|
2019
Q2 | $863K | Hold |
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|
2019
Q1 | $820K | Hold |
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|
2018
Q4 | $759K | Hold |
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|
2018
Q3 | $939K | Sell |
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|
2018
Q2 | $931K | Buy |
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