JFS Wealth 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 | $46K | Sell |
300
-4
| -1% | -$614 | ﹤0.01% | 478 |
|
|
2025
Q1 | $42.2K | Buy |
304
+26
| +9% | +$3.61K | ﹤0.01% | 511 |
|
|
2024
Q4 | $43.2K | Hold |
278
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $34K | Buy |
278
+4
| +1% | +$490 | ﹤0.01% | 531 |
|
|
2024
Q2 | $33.9K | Hold |
274
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $35.2K | Sell |
274
-158
| -37% | -$20.3K | ﹤0.01% | 501 |
|
|
2023
Q4 | $48.2K | Buy |
432
+24
| +6% | +$2.68K | ﹤0.01% | 409 |
|
|
2023
Q3 | $41K | Buy |
408
+3
| +0.7% | +$302 | ﹤0.01% | 403 |
|
|
2023
Q2 | $42.1K | Buy |
405
+16
| +4% | +$1.66K | ﹤0.01% | 394 |
|
|
2023
Q1 | $36.3K | Sell |
389
-53
| -12% | -$4.95K | ﹤0.01% | 412 |
|
|
2022
Q4 | $47.3K | Buy |
442
+35
| +9% | +$3.74K | ﹤0.01% | 372 |
|
|
2022
Q3 | $40K | Buy |
407
+25
| +7% | +$2.46K | ﹤0.01% | 426 |
|
|
2022
Q2 | $34K | Buy |
382
+294
| +334% | +$26.2K | ﹤0.01% | 476 |
|
|
2022
Q1 | $10K | Buy |
88
+50
| +132% | +$5.68K | ﹤0.01% | 793 |
|
|
2021
Q4 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 876 |
|