NewEdge Wealth’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 | $283K | Sell |
1,733
-1
| -0.1% | -$163 | ﹤0.01% | 849 |
|
|
2025
Q1 | $241K | Sell |
1,734
-1,559
| -47% | -$216K | ﹤0.01% | 834 |
|
|
2024
Q4 | $512K | Buy |
3,293
+107
| +3% | +$16.6K | 0.01% | 629 |
|
|
2024
Q3 | $390K | Buy |
3,186
+782
| +33% | +$95.8K | 0.01% | 669 |
|
|
2024
Q2 | $297K | Sell |
2,404
-140
| -6% | -$17.3K | 0.01% | 642 |
|
|
2024
Q1 | $315K | Buy |
2,544
+169
| +7% | +$21K | 0.01% | 650 |
|
|
2023
Q4 | $265K | Buy |
+2,375
| New | +$265K | 0.01% | 647 |
|
|
2021
Q2 | – | Sell |
-5,609
| Closed | -$458K | – | 308 |
|
|
2021
Q1 | $458K | Buy |
+5,609
| New | +$458K | 0.05% | 228 |
|