Kestra Private Wealth Services’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 | $459K | Buy |
2,993
+27
| +0.9% | +$4.14K | 0.01% | 1078 |
|
|
2025
Q1 | $412K | Sell |
2,966
-246
| -8% | -$34.2K | 0.01% | 1053 |
|
|
2024
Q4 | $499K | Buy |
3,212
+119
| +4% | +$18.5K | 0.01% | 917 |
|
|
2024
Q3 | $379K | Sell |
3,093
-329
| -10% | -$40.3K | 0.01% | 994 |
|
|
2024
Q2 | $423K | Sell |
3,422
-2,050
| -37% | -$253K | 0.01% | 896 |
|
|
2024
Q1 | $703K | Sell |
5,472
-227
| -4% | -$29.2K | 0.02% | 670 |
|
|
2023
Q4 | $635K | Buy |
5,699
+81
| +1% | +$9.03K | 0.02% | 652 |
|
|
2023
Q3 | $564K | Buy |
5,618
+742
| +15% | +$74.5K | 0.02% | 627 |
|
|
2023
Q2 | $506K | Buy |
4,876
+830
| +21% | +$86.1K | 0.02% | 632 |
|
|
2023
Q1 | $377K | Buy |
4,046
+493
| +14% | +$46K | 0.02% | 689 |
|
|
2022
Q4 | $380K | Sell |
3,553
-1,023
| -22% | -$109K | 0.02% | 598 |
|
|
2022
Q3 | $452K | Buy |
4,576
+846
| +23% | +$83.6K | 0.03% | 520 |
|
|
2022
Q2 | $333K | Sell |
3,730
-367
| -9% | -$32.8K | 0.02% | 623 |
|
|
2022
Q1 | $450K | Sell |
4,097
-91
| -2% | -$10K | 0.02% | 615 |
|
|
2021
Q4 | $420K | Buy |
4,188
+1
| +0% | +$100 | 0.02% | 649 |
|
|
2021
Q3 | $386K | Sell |
4,187
-60
| -1% | -$5.53K | 0.02% | 616 |
|
|
2021
Q2 | $368K | Sell |
4,247
-43
| -1% | -$3.73K | 0.02% | 599 |
|
|
2021
Q1 | $351K | Sell |
4,290
-2,007
| -32% | -$164K | 0.02% | 555 |
|
|
2020
Q4 | $396K | Buy |
+6,297
| New | +$396K | 0.03% | 494 |
|