Oak Harbor 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 | $219K | Buy |
+1,430
| New | +$219K | 0.06% | 186 |
|
|
2025
Q1 | – | Sell |
-1,430
| Closed | -$222K | – | 251 |
|
|
2024
Q4 | $222K | Buy |
+1,430
| New | +$222K | 0.06% | 160 |
|
|
2024
Q2 | – | Sell |
-1,856
| Closed | -$238K | – | 228 |
|
|
2024
Q1 | $238K | Hold |
1,856
| – | – | 0.07% | 153 |
|
|
2023
Q4 | $207K | Buy |
+1,856
| New | +$207K | 0.07% | 164 |
|