Integrated Wealth Concepts’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 | $686K | Buy |
+4,476
| New | +$686K | 0.01% | 1111 |
|
|
2024
Q3 | – | Sell |
-2,237
| Closed | -$277K | – | 1729 |
|
|
2024
Q2 | $277K | Buy |
2,237
+51
| +2% | +$6.31K | ﹤0.01% | 1357 |
|
|
2024
Q1 | $281K | Buy |
2,186
+136
| +7% | +$17.5K | ﹤0.01% | 1353 |
|
|
2023
Q4 | $229K | Buy |
2,050
+17
| +0.8% | +$1.9K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $204K | Sell |
2,033
-259
| -11% | -$26K | ﹤0.01% | 1406 |
|
|
2023
Q2 | $238K | Buy |
+2,292
| New | +$238K | ﹤0.01% | 1340 |
|