Level Four Advisory Services’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 | $442K | Buy |
2,880
+67
| +2% | +$10.3K | 0.02% | 552 |
|
|
2025
Q1 | $391K | Buy |
2,813
+137
| +5% | +$19K | 0.02% | 556 |
|
|
2024
Q4 | $416K | Buy |
2,676
+157
| +6% | +$24.4K | 0.02% | 538 |
|
|
2024
Q3 | $373K | Sell |
2,519
-262
| -9% | -$38.8K | 0.02% | 581 |
|
|
2024
Q2 | $344K | Sell |
2,781
-16,642
| -86% | -$2.06M | 0.02% | 574 |
|
|
2024
Q1 | $2.17M | Hold |
19,423
| – | – | 0.12% | 189 |
|
|
2023
Q4 | $2.17M | Sell |
19,423
-227
| -1% | -$25.3K | 0.12% | 186 |
|
|
2023
Q3 | $1.97M | Buy |
19,650
+378
| +2% | +$38K | 0.13% | 189 |
|
|
2023
Q2 | $2M | Sell |
19,272
-417
| -2% | -$43.3K | 0.12% | 188 |
|
|
2023
Q1 | $1.84M | Buy |
19,689
+17,154
| +677% | +$1.6M | 0.12% | 190 |
|
|
2022
Q4 | $271K | Buy |
+2,535
| New | +$271K | 0.02% | 547 |
|