Lido 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
Q2 | $212K | Buy |
+1,383
| New | +$212K | ﹤0.01% | 1349 |
|
|
2024
Q3 | – | Sell |
-6,956
| Closed | -$860K | – | 1319 |
|
|
2024
Q2 | $860K | Buy |
6,956
+62
| +0.9% | +$7.67K | ﹤0.01% | 658 |
|
|
2024
Q1 | $888K | Buy |
6,894
+102
| +2% | +$13.1K | 0.01% | 636 |
|
|
2023
Q4 | $760K | Sell |
6,792
-52,412
| -89% | -$5.87M | 0.01% | 648 |
|
|
2023
Q3 | $5.95M | Buy |
59,204
+52,717
| +813% | +$5.29M | 0.05% | 191 |
|
|
2023
Q2 | $673K | Buy |
6,487
+22
| +0.3% | +$2.28K | ﹤0.01% | 580 |
|
|
2023
Q1 | $0 | Buy |
6,465
+97
| +2% | – | ﹤0.01% | 1042 |
|
|
2022
Q4 | $680K | Sell |
6,368
-931
| -13% | -$99.5K | 0.01% | 444 |
|
|
2022
Q3 | $862K | Sell |
7,299
-4,672
| -39% | -$552K | 0.01% | 369 |
|
|
2022
Q2 | $1.07M | Buy |
11,971
+1,200
| +11% | +$107K | 0.01% | 298 |
|
|
2022
Q1 | $1.18M | Buy |
10,771
+3,917
| +57% | +$430K | 0.01% | 321 |
|
|
2021
Q4 | $688K | Buy |
+6,854
| New | +$688K | 0.01% | 454 |
|