Legacy Wealth Asset 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 | $468K | Buy |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $272K | Buy |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $320K | Sell |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $225K | Buy |
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