Schechter Investment Advisors’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
Q1 | $223K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $217K | Buy |
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