RBA Wealth Management’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 | $251K | Sell |
|
|||||
|
2025
Q2 | $234K | Sell |
|
|||||
|
2025
Q1 | $218K | Hold |
|
|||||
|
2024
Q4 | $243K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $221K | Sell |
|
|||||
|
2024
Q1 | $232K | Sell |
|
|||||
|
2023
Q4 | $236K | Sell |
|
|||||
|
2023
Q3 | $228K | Sell |
|
|||||
|
2023
Q2 | $258K | Sell |
|
|||||
|
2023
Q1 | $233K | Sell |
|
|||||
|
2022
Q4 | $268K | Sell |
|
|||||
|
2022
Q3 | $298K | Sell |
|
|||||
|
2022
Q2 | $304K | Sell |
|
|||||
|
2022
Q1 | $434K | Sell |
|
|||||
|
2021
Q4 | $591K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $560K | Sell |
|
|||||
|
2020
Q3 | $512K | Sell |
|
|||||
|
2020
Q2 | $739K | Sell |
|
|||||
|
2020
Q1 | $1.18M | Sell |
|
|||||
|
2019
Q4 | $1.94M | Sell |
|
|||||
|
2019
Q3 | $1.97M | Sell |
|
|||||
|
2019
Q2 | $2.52M | Sell |
|
|||||
|
2019
Q1 | $2.66M | Buy |
|