Private Wealth Management 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 | $9.51K | Buy |
62
+1
| +2% | +$153 | ﹤0.01% | 505 |
|
|
2025
Q1 | $8.47K | Sell |
61
-17
| -22% | -$2.36K | ﹤0.01% | 528 |
|
|
2024
Q4 | $12.1K | Buy |
78
+17
| +28% | +$2.64K | ﹤0.01% | 419 |
|
|
2024
Q3 | $7.47K | Sell |
61
-26
| -30% | -$3.18K | ﹤0.01% | 565 |
|
|
2024
Q2 | $10.8K | Buy |
87
+45
| +107% | +$5.56K | ﹤0.01% | 427 |
|
|
2024
Q1 | $5.39K | Hold |
42
| – | – | ﹤0.01% | 603 |
|
|
2023
Q4 | $4.68K | Buy |
+42
| New | +$4.68K | ﹤0.01% | 653 |
|