Perigon Wealth Management’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
$222K Buy
+1,447
New +$222K 0.01% 962
2025
Q1
Sell
-1,281
Closed -$211K 1078
2024
Q4
$211K Buy
+1,281
New +$211K 0.01% 959