SIA
Schechter Investment Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $223K | Sell |
1,606
-254
| -14% | -$35.3K | 0.02% | 536 |
|
|
2024
Q4 | $289K | Sell |
1,860
-66
| -3% | -$10.3K | 0.02% | 501 |
|
|
2024
Q3 | $236K | Sell |
1,926
-450
| -19% | -$55.1K | 0.02% | 550 |
|
|
2024
Q2 | $294K | Buy |
2,376
+304
| +15% | +$37.6K | 0.02% | 479 |
|
|
2024
Q1 | $266K | Sell |
2,072
-28
| -1% | -$3.6K | 0.02% | 517 |
|
|
2023
Q4 | $234K | Sell |
2,100
-41
| -2% | -$4.57K | 0.02% | 517 |
|
|
2023
Q3 | $215K | Sell |
2,141
-27
| -1% | -$2.71K | 0.02% | 529 |
|
|
2023
Q2 | $225K | Sell |
2,168
-22
| -1% | -$2.28K | 0.02% | 561 |
|
|
2023
Q1 | $204K | Sell |
2,190
-320
| -13% | -$29.8K | 0.02% | 617 |
|
|
2022
Q4 | $268K | Buy |
2,510
+208
| +9% | +$22.2K | 0.02% | 657 |
|
|
2022
Q3 | $227K | Buy |
+2,302
| New | +$227K | 0.02% | 799 |
|
|
2022
Q2 | – | Sell |
-2,192
| Closed | -$241K | – | 997 |
|
|
2022
Q1 | $241K | Buy |
2,192
+32
| +1% | +$3.52K | 0.02% | 779 |
|
|
2021
Q4 | $217K | Buy |
+2,160
| New | +$217K | 0.02% | 771 |
|