MGB Wealth Management’s Raymond James Financial RJF Stock Holding History

MGB Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$875K	Hold
2025 Q1	$792K	Hold
2024 Q4	$886K	Sell
2024 Q3	$711K	Hold
2024 Q2	$703K	Hold
2024 Q1	$745K	Hold
2023 Q4	$647K	Buy