Principle Wealth Partners’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 | $346K | Hold |
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|
2025
Q2 | $308K | Buy |
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|
2025
Q1 | $278K | Hold |
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|
2024
Q4 | $311K | Sell |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $286K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $220 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $264K | Hold |
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|
2021
Q3 | $242K | Hold |
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|
2021
Q2 | $227K | Hold |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $120K | Buy |
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