Phillips Wealth Planners’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 | $402K | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $412K | Hold |
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|
2024
Q3 | $364K | Buy |
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|
2024
Q2 | $318K | Hold |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $295K | Buy |
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