Novak & Powell Financial Services’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 | $471K | Hold |
3,073
| – | – | 0.33% | 73 |
|
|
2025
Q1 | $427K | Hold |
3,073
| – | – | 0.27% | 86 |
|
|
2024
Q4 | $477K | Hold |
3,073
| – | – | 0.28% | 81 |
|
|
2024
Q3 | $376K | Hold |
3,073
| – | – | 0.22% | 93 |
|
|
2024
Q2 | $380K | Sell |
3,073
-3
| -0.1% | -$371 | 0.24% | 90 |
|
|
2024
Q1 | $395K | Hold |
3,076
| – | – | 0.3% | 77 |
|
|
2023
Q4 | $343K | Buy |
+3,076
| New | +$343K | 0.23% | 94 |
|