OA
Operose Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2025
Q1 | $41.7K | Hold |
300
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $46.6K | Sell |
300
-115
| -28% | -$17.9K | 0.02% | 213 |
|
|
2024
Q3 | $50.8K | Hold |
415
| – | – | 0.02% | 271 |
|
|
2024
Q2 | $51.3K | Hold |
415
| – | – | 0.02% | 235 |
|
|
2024
Q1 | $53.3K | Hold |
415
| – | – | 0.02% | 241 |
|
|
2023
Q4 | $46.3K | Sell |
415
-609
| -59% | -$67.9K | 0.02% | 229 |
|
|
2023
Q3 | $103K | Buy |
1,024
+724
| +241% | +$72.7K | 0.04% | 203 |
|
|
2023
Q2 | $31.1K | Hold |
300
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $28K | Hold |
300
| – | – | 0.01% | 197 |
|
|
2022
Q4 | $32.1K | Hold |
300
| – | – | 0.02% | 187 |
|
|
2022
Q3 | $30K | Hold |
300
| – | – | 0.02% | 188 |
|
|
2022
Q2 | $27K | Hold |
300
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $33K | Hold |
300
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $30K | Buy |
+300
| New | +$30K | 0.02% | 171 |
|