Peterson Wealth Services’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 | $9.41M | Buy |
61,333
+735
| +1% | +$113K | 2.58% | 11 |
|
|
2025
Q1 | $8.42M | Sell |
60,598
-5,143
| -8% | -$714K | 2.61% | 9 |
|
|
2024
Q4 | $10.2M | Sell |
65,741
-231
| -0.4% | -$35.9K | 3.07% | 9 |
|
|
2024
Q3 | $8.08M | Buy |
65,972
+2,024
| +3% | +$248K | 2.58% | 9 |
|
|
2024
Q2 | $7.9M | Buy |
63,948
+664
| +1% | +$82.1K | 2.76% | 9 |
|
|
2024
Q1 | $8.13M | Buy |
63,284
+2,963
| +5% | +$381K | 2.96% | 8 |
|
|
2023
Q4 | $6.73M | Sell |
60,321
-4,543
| -7% | -$507K | 2.88% | 9 |
|
|
2023
Q3 | $6.51M | Buy |
64,864
+1,725
| +3% | +$173K | 4.87% | 4 |
|
|
2023
Q2 | $6.55M | Buy |
63,139
+19,920
| +46% | +$2.07M | 3.15% | 6 |
|
|
2023
Q1 | $4.03M | Buy |
43,219
+881
| +2% | +$82.2K | 2.07% | 15 |
|
|
2022
Q4 | $4.52M | Buy |
42,338
+440
| +1% | +$47K | 2.59% | 9 |
|
|
2022
Q3 | $4.14M | Buy |
41,898
+499
| +1% | +$49.3K | 2.94% | 6 |
|
|
2022
Q2 | $3.7M | Buy |
41,399
+1,207
| +3% | +$108K | 2.67% | 8 |
|
|
2022
Q1 | $4.42M | Buy |
40,192
+23,210
| +137% | +$2.55M | 2.72% | 9 |
|
|
2021
Q4 | $1.71M | Buy |
+16,982
| New | +$1.71M | 1.13% | 38 |
|