Net Worth Advisory Group’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
$731K Buy
4,764
+425
+10% +$65.2K 0.16% 127
2025
Q1
$603K Sell
4,339
-104
-2% -$14.4K 0.19% 129
2024
Q4
$690K Buy
4,443
+17
+0.4% +$2.64K 0.21% 104
2024
Q3
$542K Buy
+4,426
New +$542K 0.16% 169