RFG - Bristol Wealth Advisors’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
$1.39M Sell
9,074
-443
-5% -$67.9K 0.43% 52
2025
Q1
$1.32M Sell
9,517
-279
-3% -$38.8K 0.44% 49
2024
Q4
$1.52M Buy
+9,796
New +$1.52M 0.5% 46