LMG Wealth Partners’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 | $6.2M | Buy |
40,440
+349
| +0.9% | +$53.5K | 1.27% | 24 |
|
|
2025
Q1 | $5.57M | Buy |
40,091
+310
| +0.8% | +$43.1K | 1.24% | 30 |
|
|
2024
Q4 | $6.18M | Hold |
39,781
| – | – | 1.35% | 24 |
|
|
2024
Q3 | $4.87M | Sell |
39,781
-133
| -0.3% | -$16.3K | 1.12% | 33 |
|
|
2024
Q2 | $4.93M | Sell |
39,914
-250
| -0.6% | -$30.9K | 1.23% | 29 |
|
|
2024
Q1 | $5.16M | Buy |
40,164
+1,181
| +3% | +$152K | 1.3% | 27 |
|
|
2023
Q4 | $4.35M | Sell |
38,983
-715
| -2% | -$79.7K | 1.21% | 34 |
|
|
2023
Q3 | $3.99M | Sell |
39,698
-266
| -0.7% | -$26.7K | 1.21% | 33 |
|
|
2023
Q2 | $4.15M | Buy |
39,964
+97
| +0.2% | +$10.1K | 1.27% | 31 |
|
|
2023
Q1 | $3.72M | Buy |
39,867
+18,333
| +85% | +$1.71M | 1.2% | 33 |
|
|
2022
Q4 | $2.52M | Buy |
+21,534
| New | +$2.52M | 0.83% | 36 |
|