Pinnacle Wealth Planning 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 | $238K | Sell |
|
|||||
|
2025
Q2 | $211K | Sell |
|
|||||
|
2025
Q1 | $209K | Buy |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $259K | Sell |
|
|||||
|
2024
Q2 | $261K | Sell |
|
|||||
|
2024
Q1 | $273K | Hold |
|
|||||
|
2023
Q4 | $237K | Buy |
|
|||||
|
2023
Q3 | $212K | Hold |
|
|||||
|
2023
Q2 | $219K | Sell |
|
|||||
|
2023
Q1 | $208K | Sell |
|
|||||
|
2022
Q4 | $241K | Buy |
|
|||||
|
2022
Q3 | $221K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $22K | Buy |
|