Sax 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 | $206K | Buy |
+1,345
| New | +$206K | 0.01% | 406 |
|
|
2025
Q1 | – | Sell |
-1,290
| Closed | -$200K | – | 382 |
|
|
2024
Q4 | $200K | Buy |
+1,290
| New | +$200K | 0.02% | 320 |
|
|
2024
Q3 | – | Sell |
-1,732
| Closed | -$214K | – | 311 |
|
|
2024
Q2 | $214K | Buy |
1,732
+22
| +1% | +$2.72K | 0.02% | 257 |
|
|
2024
Q1 | $220K | Buy |
+1,710
| New | +$220K | 0.03% | 176 |
|