Principle Wealth Partners’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 | $308K | Buy |
2,005
+5
| +0.3% | +$767 | 0.02% | 299 |
|
|
2025
Q1 | $278K | Hold |
2,000
| – | – | 0.02% | 300 |
|
|
2024
Q4 | $311K | Sell |
2,000
-225
| -10% | -$34.9K | 0.02% | 279 |
|
|
2024
Q3 | $272K | Hold |
2,225
| – | – | 0.02% | 297 |
|
|
2024
Q2 | $275K | Hold |
2,225
| – | – | 0.02% | 289 |
|
|
2024
Q1 | $286K | Hold |
2,225
| – | – | 0.02% | 289 |
|
|
2023
Q4 | $248K | Hold |
2,225
| – | – | 0.02% | 299 |
|
|
2023
Q3 | $223K | Hold |
2,225
| – | – | 0.02% | 296 |
|
|
2023
Q2 | $231K | Hold |
2,225
| – | – | 0.02% | 298 |
|
|
2023
Q1 | $208K | Hold |
2,225
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $238K | Hold |
2,225
| – | – | 0.03% | 282 |
|
|
2022
Q3 | $220 | Buy |
+2,225
| New | +$220 | 0.02% | 275 |
|
|
2022
Q2 | – | Sell |
-2,225
| Closed | -$245K | – | 323 |
|
|
2022
Q1 | $245K | Sell |
2,225
-400
| -15% | -$44K | 0.03% | 287 |
|
|
2021
Q4 | $264K | Hold |
2,625
| – | – | 0.03% | 276 |
|
|
2021
Q3 | $242K | Hold |
2,625
| – | – | 0.03% | 284 |
|
|
2021
Q2 | $227K | Hold |
2,625
| – | – | 0.03% | 296 |
|
|
2021
Q1 | $214K | Buy |
+2,625
| New | +$214K | 0.03% | 274 |
|
|
2020
Q3 | – | Sell |
-2,625
| Closed | -$120K | – | 369 |
|
|
2020
Q2 | $120K | Buy |
+2,625
| New | +$120K | 0.04% | 190 |
|