SWP
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Sagespring Wealth Partners’s Raymond James Financial RJF Stock Holding History

Sagespring Wealth Partners’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$368K Buy
2,400
+467
+24% +$71.6K 0.01% 518
2025
Q1 		$269K Buy
1,933
+347
+22% +$48.2K 0.01% 547
2024
Q4 		$246K Buy
+1,586
New +$246K 0.01% 530