SDWMA
Schneider Downs Wealth Management Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Hold |
21,546
| – | – | 0.49% | 30 |
|
|
2025
Q1 | $2.99M | Hold |
21,546
| – | – | 0.54% | 29 |
|
|
2024
Q4 | $3.35M | Hold |
21,546
| – | – | 0.63% | 27 |
|
|
2024
Q3 | $2.64M | Buy |
21,546
+16,901
| +364% | +$2.07M | 0.54% | 27 |
|
|
2024
Q2 | $574K | Hold |
4,645
| – | – | 0.13% | 65 |
|
|
2024
Q1 | $597K | Sell |
4,645
-5,140
| -53% | -$660K | 0.14% | 65 |
|
|
2023
Q4 | $1.09M | Hold |
9,785
| – | – | 0.28% | 44 |
|
|
2023
Q3 | $983K | Hold |
9,785
| – | – | 0.23% | 43 |
|
|
2023
Q2 | $1.02M | Hold |
9,785
| – | – | 0.23% | 44 |
|
|
2023
Q1 | $913K | Buy |
9,785
+477
| +5% | +$44.5K | 0.19% | 46 |
|
|
2022
Q4 | $995K | Sell |
9,308
-360
| -4% | -$38.5K | 0.22% | 46 |
|
|
2022
Q3 | $955K | Buy |
9,668
+638
| +7% | +$63K | 0.28% | 37 |
|
|
2022
Q2 | $807K | Buy |
+9,030
| New | +$807K | 0.23% | 45 |
|