MWM
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Moran Wealth Management’s Raymond James Financial RJF Stock Holding History

Moran Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,814
Closed -$5.11M – 505
2025
Q1 		$5.11M Buy
36,814
+4,035
+12% +$561K 0.17% 169
2024
Q4 		$5.09M Buy
+32,779
New +$5.09M 0.16% 164