Pinnacle Wealth Management Advisory Group’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 | $516K | Buy |
3,365
+223
| +7% | +$34.2K | 0.04% | 215 |
|
|
2025
Q1 | $436K | Buy |
3,142
+121
| +4% | +$16.8K | 0.04% | 226 |
|
|
2024
Q4 | $469K | Hold |
3,021
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $370K | Sell |
3,021
-24
| -0.8% | -$2.94K | 0.04% | 241 |
|
|
2024
Q2 | $376K | Buy |
3,045
+64
| +2% | +$7.91K | 0.04% | 236 |
|
|
2024
Q1 | $383K | Buy |
2,981
+2
| +0.1% | +$257 | 0.04% | 224 |
|
|
2023
Q4 | $332K | Buy |
2,979
+219
| +8% | +$24.4K | 0.04% | 232 |
|
|
2023
Q3 | $277K | Buy |
2,760
+15
| +0.5% | +$1.51K | 0.04% | 243 |
|
|
2023
Q2 | $285K | Sell |
2,745
-833
| -23% | -$86.4K | 0.04% | 241 |
|
|
2023
Q1 | $334K | Buy |
3,578
+681
| +24% | +$63.5K | 0.05% | 227 |
|
|
2022
Q4 | $310K | Buy |
2,897
+122
| +4% | +$13K | 0.05% | 217 |
|
|
2022
Q3 | $274K | Buy |
2,775
+459
| +20% | +$45.3K | 0.05% | 220 |
|
|
2022
Q2 | $207K | Buy |
+2,316
| New | +$207K | 0.03% | 270 |
|