MFA 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
Q1
Sell
-3,278
Closed -$509K 90
2024
Q4
$509K Sell
3,278
-773
-19% -$120K 0.13% 55
2024
Q3
$496K Buy
4,051
+105
+3% +$12.9K 0.11% 61
2024
Q2
$488K Sell
3,946
-4,510
-53% -$557K 0.11% 65
2024
Q1
$1.09M Buy
8,456
+323
+4% +$41.5K 0.29% 48
2023
Q4
$907K Buy
8,133
+55
+0.7% +$6.13K 0.26% 47
2023
Q3
$811K Buy
8,078
+5,446
+207% +$547K 0.25% 47
2023
Q2
$273K Buy
+2,632
New +$273K 0.09% 70