Personal CFO Solutions’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$227K Sell
2025
Q2
$203K Buy
2024
Q4
Sell
2024
Q3
$305K Buy
2024
Q2
$307K Sell
2024
Q1
$373K Buy
2023
Q4
$293K Buy
2023
Q3
$204K Buy
2023
Q2
$206K Buy
2022
Q3
Sell
2022
Q2
$253K Sell
2022
Q1
$325K Buy