Lake Street Advisors Group’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$358K Sell
2,304
-90
-4% -$14K 0.02% 402
2024
Q3
$293K Buy
2,394
+147
+7% +$18K 0.01% 458
2024
Q2
$278K Buy
2,247
+30
+1% +$3.71K 0.01% 463
2024
Q1
$286K Buy
2,217
+32
+1% +$4.12K 0.01% 471
2023
Q4
$245K Buy
+2,185
New +$245K 0.01% 497