Portside Wealth Group’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
$399K Sell
2025
Q2
$364K Sell
2025
Q1
$343K Buy
2024
Q4
$363K Sell
2024
Q3
$306K Buy
2024
Q2
$297K Sell
2024
Q1
$467K Buy
2023
Q4
$391K Sell
2023
Q3
$367K Sell
2023
Q2
$383K Buy