LGT Financial Advisors’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
Q1 | – | Sell |
-124
| Closed | -$19.3K | – | 633 |
|
|
2024
Q4 | $19.3K | Hold |
124
| – | – | 0.04% | 316 |
|
|
2024
Q3 | $15.2K | Hold |
124
| – | – | 0.04% | 339 |
|
|
2024
Q2 | $15.3K | Hold |
124
| – | – | 0.03% | 373 |
|
|
2024
Q1 | $15.9K | Hold |
124
| – | – | 0.02% | 405 |
|
|
2023
Q4 | $13.8K | Hold |
124
| – | – | 0.02% | 423 |
|
|
2023
Q3 | $12.5K | Buy |
+124
| New | +$12.5K | 0.02% | 442 |
|