Portside Wealth 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 | $364K | Sell |
2,372
-97
| -4% | -$14.9K | 0.05% | 301 |
|
|
2025
Q1 | $343K | Buy |
2,469
+132
| +6% | +$18.3K | 0.06% | 295 |
|
|
2024
Q4 | $363K | Sell |
2,337
-158
| -6% | -$24.5K | 0.06% | 278 |
|
|
2024
Q3 | $306K | Buy |
2,495
+93
| +4% | +$11.4K | 0.05% | 304 |
|
|
2024
Q2 | $297K | Sell |
2,402
-1,236
| -34% | -$153K | 0.06% | 281 |
|
|
2024
Q1 | $467K | Buy |
3,638
+132
| +4% | +$17K | 0.09% | 224 |
|
|
2023
Q4 | $391K | Sell |
3,506
-129
| -4% | -$14.4K | 0.07% | 235 |
|
|
2023
Q3 | $367K | Sell |
3,635
-54
| -1% | -$5.45K | 0.07% | 228 |
|
|
2023
Q2 | $383K | Buy |
+3,689
| New | +$383K | 0.07% | 225 |
|