J.W. Cole 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
$807K Buy
5,264
+1,940
+58% +$298K 0.02% 744
2025
Q1
$462K Buy
3,324
+35
+1% +$4.86K 0.01% 789
2024
Q4
$511K Buy
+3,289
New +$511K 0.02% 594