Laird Norton Wetherby Wealth Management’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 | $492K | Buy |
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|
2025
Q2 | $418K | Buy |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $355K | Sell |
|
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $263K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $208K | Sell |
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|
2021
Q2 | $200K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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