HNWAG
High Net Worth Advisory Group’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
14,134
-364
| -3% | -$55.8K | 0.57% | 46 |
|
|
2025
Q1 | $2.01M | Sell |
14,498
-100
| -0.7% | -$13.9K | 0.57% | 45 |
|
|
2024
Q4 | $2.27M | Buy |
14,598
+366
| +3% | +$56.9K | 0.63% | 42 |
|
|
2024
Q3 | $1.74M | Sell |
14,232
-300
| -2% | -$36.7K | 0.48% | 53 |
|
|
2024
Q2 | $1.8M | Sell |
14,532
-99
| -0.7% | -$12.2K | 0.54% | 47 |
|
|
2024
Q1 | $1.88M | Hold |
14,631
| – | – | 0.59% | 42 |
|
|
2023
Q4 | $1.63M | Hold |
14,631
| – | – | 0.61% | 41 |
|
|
2023
Q3 | $1.47M | Hold |
14,631
| – | – | 0.59% | 47 |
|
|
2023
Q2 | $1.52M | Hold |
14,631
| – | – | 0.59% | 45 |
|
|
2023
Q1 | $1.36M | Hold |
14,631
| – | – | 0.56% | 52 |
|
|
2022
Q4 | $1.56M | Hold |
14,631
| – | – | 0.61% | 44 |
|
|
2022
Q3 | $1.45M | Hold |
14,631
| – | – | 0.62% | 43 |
|
|
2022
Q2 | $1.31M | Buy |
14,631
+761
| +5% | +$68K | 0.54% | 50 |
|
|
2022
Q1 | $1.52M | Buy |
13,870
+208
| +2% | +$22.9K | 0.55% | 47 |
|
|
2021
Q4 | $1.37M | Buy |
+13,662
| New | +$1.37M | 0.48% | 54 |
|