Laurel Wealth Advisors (North Carolina)’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 | $364K | Buy |
55,814
+55,450
| +15,234% | +$362K | 0.01% | 369 |
|
|
2025
Q1 | $50.6K | Hold |
364
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $56.5K | Sell |
364
-9
| -2% | -$1.4K | 0.01% | 296 |
|
|
2024
Q3 | $45.7K | Hold |
373
| – | – | 0.01% | 320 |
|
|
2024
Q2 | $46.1K | Hold |
373
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $47.9K | Buy |
373
+9
| +2% | +$1.16K | 0.01% | 302 |
|
|
2023
Q4 | $40.6K | Buy |
364
+1
| +0.3% | +$111 | 0.01% | 298 |
|
|
2023
Q3 | $36.4K | Buy |
363
+2
| +0.6% | +$201 | 0.01% | 305 |
|
|
2023
Q2 | $37.5K | Buy |
361
+1
| +0.3% | +$104 | 0.01% | 313 |
|
|
2023
Q1 | $33.5K | Hold |
360
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $38.4K | Buy |
360
+1
| +0.3% | +$107 | 0.01% | 277 |
|
|
2022
Q3 | $36K | Hold |
359
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $32K | Hold |
359
| – | – | 0.01% | 292 |
|
|
2022
Q1 | $39K | Hold |
359
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $36K | Hold |
359
| – | – | 0.01% | 290 |
|
|
2021
Q3 | $33K | Sell |
359
-1
| -0.3% | -$92 | 0.01% | 294 |
|
|
2021
Q2 | $31K | Buy |
360
+1
| +0.3% | +$86 | 0.01% | 327 |
|
|
2021
Q1 | $29K | Buy |
359
+2
| +0.6% | +$162 | 0.01% | 314 |
|
|
2020
Q4 | $23K | Buy |
357
+1
| +0.3% | +$64 | 0.01% | 330 |
|
|
2020
Q3 | $17K | Buy |
356
+2
| +0.6% | +$96 | 0.01% | 331 |
|
|
2020
Q2 | $16K | Buy |
354
+3
| +0.9% | +$136 | 0.01% | 327 |
|
|
2020
Q1 | $15K | Buy |
351
+1
| +0.3% | +$43 | 0.01% | 323 |
|
|
2019
Q4 | $21K | Buy |
350
+2
| +0.6% | +$120 | 0.01% | 322 |
|
|
2019
Q3 | $19K | Buy |
348
+1
| +0.3% | +$55 | 0.01% | 322 |
|
|
2019
Q2 | $20K | Hold |
347
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $19K | Buy |
347
+2
| +0.6% | +$110 | 0.01% | 313 |
|
|
2018
Q4 | $17K | Buy |
+345
| New | +$17K | 0.01% | 307 |
|