Laird Norton Wetherby Wealth Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
+2,726
| New | +$418K | 0.02% | 628 |
|
|
2024
Q4 | $413K | Sell |
2,657
-56
| -2% | -$8.7K | 0.02% | 602 |
|
|
2024
Q3 | $332K | Sell |
2,713
-104
| -4% | -$12.7K | 0.02% | 695 |
|
|
2024
Q2 | $348K | Buy |
2,817
+49
| +2% | +$6.06K | 0.02% | 654 |
|
|
2024
Q1 | $355K | Sell |
2,768
-13
| -0.5% | -$1.67K | 0.02% | 681 |
|
|
2023
Q4 | $310K | Buy |
2,781
+503
| +22% | +$56.1K | 0.02% | 709 |
|
|
2023
Q3 | $229K | Sell |
2,278
-39
| -2% | -$3.92K | 0.01% | 775 |
|
|
2023
Q2 | $240K | Sell |
2,317
-483
| -17% | -$50.1K | 0.01% | 782 |
|
|
2023
Q1 | $261K | Sell |
2,800
-546
| -16% | -$50.9K | 0.02% | 749 |
|
|
2022
Q4 | $358K | Sell |
3,346
-5
| -0.1% | -$534 | 0.02% | 623 |
|
|
2022
Q3 | $331K | Buy |
3,351
+410
| +14% | +$40.5K | 0.02% | 620 |
|
|
2022
Q2 | $263K | Buy |
2,941
+421
| +17% | +$37.6K | 0.02% | 726 |
|
|
2022
Q1 | $277K | Buy |
2,520
+121
| +5% | +$13.3K | 0.02% | 734 |
|
|
2021
Q4 | $241K | Buy |
2,399
+149
| +7% | +$15K | 0.01% | 786 |
|
|
2021
Q3 | $208K | Sell |
2,250
-62
| -3% | -$5.73K | 0.01% | 830 |
|
|
2021
Q2 | $200K | Buy |
+2,312
| New | +$200K | 0.01% | 860 |
|
|
2020
Q1 | – | Sell |
-3,596
| Closed | -$214K | – | 736 |
|
|
2019
Q4 | $214K | Buy |
+3,596
| New | +$214K | 0.02% | 646 |
|