Meridian Wealth 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 | $1.56M | Hold |
10,154
| – | – | 0.25% | 64 |
|
|
2025
Q1 | $1.41M | Sell |
10,154
-265
| -3% | -$36.8K | 0.24% | 65 |
|
|
2024
Q4 | $1.62M | Sell |
10,419
-1,675
| -14% | -$260K | 0.27% | 61 |
|
|
2024
Q3 | $1.48M | Sell |
12,094
-575
| -5% | -$70.4K | 0.25% | 65 |
|
|
2024
Q2 | $1.57M | Hold |
12,669
| – | – | 0.28% | 59 |
|
|
2024
Q1 | $1.63M | Buy |
12,669
+549
| +5% | +$70.5K | 0.31% | 60 |
|
|
2023
Q4 | $1.35M | Hold |
12,120
| – | – | 0.3% | 65 |
|
|
2023
Q3 | $1.22M | Hold |
12,120
| – | – | 0.3% | 65 |
|
|
2023
Q2 | $1.26M | Sell |
12,120
-2,250
| -16% | -$233K | 0.3% | 68 |
|
|
2023
Q1 | $1.34M | Buy |
14,370
+275
| +2% | +$25.6K | 0.34% | 64 |
|
|
2022
Q4 | $1.51M | Sell |
14,095
-555
| -4% | -$59.3K | 0.39% | 61 |
|
|
2022
Q3 | $1.45M | Sell |
14,650
-1,066
| -7% | -$105K | 0.41% | 56 |
|
|
2022
Q2 | $1.41M | Buy |
15,716
+200
| +1% | +$17.9K | 0.37% | 63 |
|
|
2022
Q1 | $1.71M | Sell |
15,516
-800
| -5% | -$87.9K | 0.4% | 60 |
|
|
2021
Q4 | $1.64M | Buy |
16,316
+200
| +1% | +$20.1K | 0.4% | 63 |
|
|
2021
Q3 | $1.49M | Buy |
16,116
+600
| +4% | +$55.4K | 0.41% | 63 |
|
|
2021
Q2 | $1.34M | Hold |
15,516
| – | – | 0.38% | 64 |
|
|
2021
Q1 | $1.27M | Hold |
15,516
| – | – | 0.42% | 60 |
|
|
2020
Q4 | $990K | Hold |
15,516
| – | – | 0.36% | 60 |
|
|
2020
Q3 | $753K | Hold |
15,516
| – | – | 0.32% | 65 |
|
|
2020
Q2 | $712K | Sell |
15,516
-450
| -3% | -$20.7K | 0.33% | 69 |
|
|
2020
Q1 | $673K | Sell |
15,966
-915
| -5% | -$38.6K | 0.37% | 55 |
|
|
2019
Q4 | $1.01M | Sell |
16,881
-413
| -2% | -$24.6K | 0.4% | 48 |
|
|
2019
Q3 | $950K | Sell |
17,294
-1,260
| -7% | -$69.2K | 0.41% | 51 |
|
|
2019
Q2 | $1.05M | Hold |
18,554
| – | – | 0.73% | 29 |
|
|
2019
Q1 | $995K | Sell |
18,554
-2,625
| -12% | -$141K | 0.73% | 29 |
|
|
2018
Q4 | $1.05M | Buy |
+21,179
| New | +$1.05M | 0.81% | 23 |
|