Level Four Advisory Services’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
2026
Q1
$467K Buy
3,223
+245
+8% +$38.9K 0.02% 610
2025
Q4
$478K Sell
2,978
-302
-9% -$48.8K 0.02% 584
2025
Q3
$566K Buy
3,280
+400
+14% +$66.3K 0.02% 525
2025
Q2
$442K Buy
2,880
+67
+2% +$9.59K 0.02% 552
2025
Q1
$391K Buy
2,813
+137
+5% +$21.3K 0.02% 556
2024
Q4
$416K Buy
2,676
+157
+6% +$23.7K 0.02% 538
2024
Q3
$373K Sell
2,519
-262
-9% -$30.6K 0.02% 581
2024
Q2
$344K Sell
2,781
-16,642
-86% -$2.05M 0.02% 574
2024
Q1
$2.17M Hold
19,423
0.12% 189
2023
Q4
$2.17M Sell
19,423
-227
-1% -$23.4K 0.12% 186
2023
Q3
$1.97M Buy
19,650
+378
+2% +$40K 0.13% 189
2023
Q2
$2M Sell
19,272
-417
-2% -$38.7K 0.12% 188
2023
Q1
$1.84M Buy
19,689
+17,154
+677% +$1.82M 0.12% 190
2022
Q4
$271K Buy
+2,535
New +$284K 0.02% 547

Other funds holding RJF