Schneider Downs Wealth Management 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
Q2 | $3.3M | Hold |
|
|||||
|
2025
Q1 | $2.99M | Hold |
|
|||||
|
2024
Q4 | $3.35M | Hold |
|
|||||
|
2024
Q3 | $2.64M | Buy |
|
|||||
|
2024
Q2 | $574K | Hold |
|
|||||
|
2024
Q1 | $597K | Sell |
|
|||||
|
2023
Q4 | $1.09M | Hold |
|
|||||
|
2023
Q3 | $983K | Hold |
|
|||||
|
2023
Q2 | $1.02M | Hold |
|
|||||
|
2023
Q1 | $913K | Buy |
|
|||||
|
2022
Q4 | $995K | Sell |
|
|||||
|
2022
Q3 | $955K | Buy |
|
|||||
|
2022
Q2 | $807K | Buy |
|