High Net Worth Advisory 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
Q2
$2.17M Sell
2025
Q1
$2.01M Sell
2024
Q4
$2.27M Buy
2024
Q3
$1.74M Sell
2024
Q2
$1.8M Sell
2024
Q1
$1.88M Hold
2023
Q4
$1.63M Hold
2023
Q3
$1.47M Hold
2023
Q2
$1.52M Hold
2023
Q1
$1.36M Hold
2022
Q4
$1.56M Hold
2022
Q3
$1.45M Hold
2022
Q2
$1.31M Buy
2022
Q1
$1.52M Buy
2021
Q4
$1.37M Buy