Morey & Quinn 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
$370K Sell
2,410
-1
-0% -$153 0.3% 85
2025
Q1
$335K Buy
2,411
+19
+0.8% +$2.64K 0.28% 84
2024
Q4
$372K Buy
+2,392
New +$372K 0.32% 78