Plante Moran Financial Advisors’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 | $57.5K | Hold |
375
| – | – | ﹤0.01% | 313 |
|
|
2025
Q1 | $52.1K | Buy |
+375
| New | +$52.1K | ﹤0.01% | 326 |
|
|
2023
Q1 | – | Sell |
-78
| Closed | -$8.33K | – | 918 |
|
|
2022
Q4 | $8.33K | Hold |
78
| – | – | ﹤0.01% | 605 |
|
|
2022
Q3 | $8K | Buy |
+78
| New | +$8K | ﹤0.01% | 627 |
|
|
2022
Q1 | – | Sell |
-52
| Closed | -$5K | – | 982 |
|
|
2021
Q4 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 825 |
|
|
2019
Q1 | – | Sell |
-41
| Closed | -$2K | – | 904 |
|
|
2018
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 738 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$3K | – | 1000 |
|
|
2017
Q4 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 765 |
|