Orion Portfolio Solutions’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.66M | Sell |
19,182
-2,204
| -10% | -$306K | 0.03% | 578 |
|
|
2024
Q4 | $3.32M | Sell |
21,386
-874
| -4% | -$136K | 0.03% | 464 |
|
|
2024
Q3 | $2.73M | Sell |
22,260
-7,312
| -25% | -$895K | 0.03% | 539 |
|
|
2024
Q2 | $3.66M | Buy |
29,572
+393
| +1% | +$48.6K | 0.04% | 404 |
|
|
2024
Q1 | $3.75M | Buy |
29,179
+1,286
| +5% | +$165K | 0.04% | 405 |
|
|
2023
Q4 | $3.14M | Sell |
27,893
-1,583
| -5% | -$178K | 0.04% | 438 |
|
|
2023
Q3 | $2.96M | Sell |
29,476
-1,057
| -3% | -$106K | 0.04% | 447 |
|
|
2023
Q2 | $3.17M | Buy |
30,533
+10,461
| +52% | +$1.09M | 0.03% | 464 |
|
|
2023
Q1 | $1.87M | Buy |
+20,072
| New | +$1.87M | 0.02% | 620 |
|
|
2020
Q3 | – | Sell |
-63
| Closed | -$3K | – | 1694 |
|
|
2020
Q2 | $3K | Sell |
63
-750
| -92% | -$35.7K | ﹤0.01% | 1677 |
|
|
2020
Q1 | $34K | Buy |
813
+6
| +0.7% | +$251 | ﹤0.01% | 685 |
|
|
2019
Q4 | $48K | Buy |
+807
| New | +$48K | ﹤0.01% | 557 |
|