Kestra Private Wealth Services’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
Q3 | $478K | Sell |
|
|||||
|
2025
Q2 | $459K | Buy |
|
|||||
|
2025
Q1 | $412K | Sell |
|
|||||
|
2024
Q4 | $499K | Buy |
|
|||||
|
2024
Q3 | $379K | Sell |
|
|||||
|
2024
Q2 | $423K | Sell |
|
|||||
|
2024
Q1 | $703K | Sell |
|
|||||
|
2023
Q4 | $635K | Buy |
|
|||||
|
2023
Q3 | $564K | Buy |
|
|||||
|
2023
Q2 | $506K | Buy |
|
|||||
|
2023
Q1 | $377K | Buy |
|
|||||
|
2022
Q4 | $380K | Sell |
|
|||||
|
2022
Q3 | $452K | Buy |
|
|||||
|
2022
Q2 | $333K | Sell |
|
|||||
|
2022
Q1 | $450K | Sell |
|
|||||
|
2021
Q4 | $420K | Buy |
|
|||||
|
2021
Q3 | $386K | Sell |
|
|||||
|
2021
Q2 | $368K | Sell |
|
|||||
|
2021
Q1 | $351K | Sell |
|
|||||
|
2020
Q4 | $396K | Buy |
|