Peterson Wealth Services’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
$10.5M Sell
2025
Q2
$9.41M Buy
2025
Q1
$8.42M Sell
2024
Q4
$10.2M Sell
2024
Q3
$8.08M Buy
2024
Q2
$7.9M Buy
2024
Q1
$8.13M Buy
2023
Q4
$6.73M Sell
2023
Q3
$6.51M Buy
2023
Q2
$6.55M Buy
2023
Q1
$4.03M Buy
2022
Q4
$4.52M Buy
2022
Q3
$4.14M Buy
2022
Q2
$3.7M Buy
2022
Q1
$4.42M Buy
2021
Q4
$1.71M Buy