Legacy Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,024
| Closed | -$314K | – | 456 |
|
|
2024
Q4 | $314K | Buy |
2,024
+65
| +3% | +$10.1K | 0.03% | 306 |
|
|
2024
Q3 | $240K | Buy |
1,959
+244
| +14% | +$29.9K | 0.03% | 333 |
|
|
2024
Q2 | $212K | Buy |
1,715
+15
| +0.9% | +$1.85K | 0.03% | 313 |
|
|
2024
Q1 | $219K | Buy |
+1,700
| New | +$219K | 0.03% | 288 |
|