LWAM
Legacy Wealth Asset Management’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
2,545
+196
| +8% | +$30.1K | 0.1% | 283 |
|
|
2025
Q1 | $326K | Sell |
2,349
-141
| -6% | -$19.6K | 0.09% | 289 |
|
|
2024
Q4 | $387K | Sell |
2,490
-44
| -2% | -$6.84K | 0.11% | 276 |
|
|
2024
Q3 | $310K | Buy |
2,534
+11
| +0.4% | +$1.35K | 0.08% | 303 |
|
|
2024
Q2 | $312K | Buy |
2,523
+59
| +2% | +$7.29K | 0.09% | 292 |
|
|
2024
Q1 | $316K | Buy |
2,464
+25
| +1% | +$3.21K | 0.09% | 293 |
|
|
2023
Q4 | $272K | Buy |
2,439
+21
| +0.9% | +$2.34K | 0.09% | 306 |
|
|
2023
Q3 | $243K | Sell |
2,418
-18
| -0.7% | -$1.81K | 0.09% | 303 |
|
|
2023
Q2 | $253K | Buy |
+2,436
| New | +$253K | 0.09% | 308 |
|
|
2023
Q1 | – | Sell |
-2,117
| Closed | -$226K | – | 340 |
|
|
2022
Q4 | $226K | Sell |
2,117
-1,042
| -33% | -$111K | 0.09% | 312 |
|
|
2022
Q3 | $312K | Buy |
3,159
+2
| +0.1% | +$198 | 0.14% | 256 |
|
|
2022
Q2 | $282K | Sell |
3,157
-38
| -1% | -$3.39K | 0.11% | 237 |
|
|
2022
Q1 | $351K | Buy |
3,195
+4
| +0.1% | +$439 | 0.12% | 231 |
|
|
2021
Q4 | $320K | Sell |
3,191
-103
| -3% | -$10.3K | 0.11% | 256 |
|
|
2021
Q3 | $304K | Buy |
3,294
+1,035
| +46% | +$95.5K | 0.14% | 234 |
|
|
2021
Q2 | $293K | Sell |
2,259
-88
| -4% | -$11.4K | 0.13% | 248 |
|
|
2021
Q1 | $288K | Sell |
2,347
-3
| -0.1% | -$368 | 0.13% | 249 |
|
|
2020
Q4 | $225K | Buy |
+2,350
| New | +$225K | 0.11% | 264 |
|