Phillips Wealth Planners’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 | $424K | Buy |
2,690
+9
| +0.3% | +$1.42K | 0.38% | 85 |
|
|
2025
Q1 | $363K | Buy |
2,681
+9
| +0.3% | +$1.22K | 0.38% | 86 |
|
|
2024
Q4 | $412K | Hold |
2,672
| – | – | 0.41% | 75 |
|
|
2024
Q3 | $364K | Buy |
2,672
+19
| +0.7% | +$2.59K | 0.35% | 101 |
|
|
2024
Q2 | $318K | Hold |
2,653
| – | – | 0.34% | 106 |
|
|
2024
Q1 | $323K | Buy |
2,653
+9
| +0.3% | +$1.1K | 0.37% | 99 |
|
|
2023
Q4 | $290K | Buy |
2,644
+11
| +0.4% | +$1.21K | 0.35% | 101 |
|
|
2023
Q3 | $255K | Buy |
2,633
+22
| +0.8% | +$2.13K | 0.35% | 115 |
|
|
2023
Q2 | $271K | Hold |
2,611
| – | – | 0.36% | 104 |
|
|
2023
Q1 | $234K | Buy |
2,611
+11
| +0.4% | +$987 | 0.31% | 123 |
|
|
2022
Q4 | $295K | Buy |
+2,600
| New | +$295K | 0.51% | 70 |
|