SWMG
Signature Wealth Management Group’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Sell |
5,365
-200
| -4% | -$30.7K | 0.32% | 73 |
|
|
2025
Q1 | $773K | Buy |
5,565
+120
| +2% | +$16.7K | 0.3% | 77 |
|
|
2024
Q4 | $846K | Sell |
5,445
-193
| -3% | -$30K | 0.34% | 77 |
|
|
2024
Q3 | $690K | Hold |
5,638
| – | – | 0.28% | 77 |
|
|
2024
Q2 | $697K | Sell |
5,638
-86
| -2% | -$10.6K | 0.31% | 78 |
|
|
2024
Q1 | $707K | Sell |
5,724
-14
| -0.2% | -$1.73K | 0.32% | 77 |
|
|
2023
Q4 | $640K | Buy |
+5,738
| New | +$640K | 0.3% | 77 |
|
|
2023
Q2 | $636K | Buy |
6,124
+219
| +4% | +$22.7K | 0.3% | 75 |
|
|
2023
Q1 | $551K | Sell |
5,905
-214
| -3% | -$20K | 0.26% | 75 |
|
|
2022
Q4 | $654K | Sell |
6,119
-138
| -2% | -$14.7K | 0.32% | 71 |
|
|
2022
Q3 | $618K | Hold |
6,257
| – | – | 0.31% | 68 |
|
|
2022
Q2 | $559K | Hold |
6,257
| – | – | 0.27% | 65 |
|
|
2022
Q1 | $688K | Sell |
6,257
-556
| -8% | -$61.1K | 0.31% | 66 |
|
|
2021
Q4 | $684K | Sell |
6,813
-1,055
| -13% | -$106K | 0.34% | 63 |
|
|
2021
Q3 | $726K | Buy |
7,868
+2,399
| +44% | +$221K | 0.4% | 63 |
|
|
2021
Q2 | $710K | Hold |
5,469
| – | – | 0.4% | 64 |
|
|
2021
Q1 | $670K | Sell |
5,469
-400
| -7% | -$49K | 0.39% | 64 |
|
|
2020
Q4 | $562K | Sell |
5,869
-300
| -5% | -$28.7K | 0.35% | 64 |
|
|
2020
Q3 | $449K | Hold |
6,169
| – | – | 0.32% | 65 |
|
|
2020
Q2 | $425K | Hold |
6,169
| – | – | 0.32% | 62 |
|
|
2020
Q1 | $390K | Sell |
6,169
-260
| -4% | -$16.4K | 0.34% | 63 |
|
|
2019
Q4 | $575K | Sell |
6,429
-463
| -7% | -$41.4K | 0.36% | 67 |
|
|
2019
Q3 | $568K | Sell |
6,892
-236
| -3% | -$19.5K | 0.38% | 63 |
|
|
2019
Q2 | $610K | Sell |
7,128
-140
| -2% | -$12K | 0.41% | 60 |
|
|
2019
Q1 | $584K | Sell |
7,268
-529
| -7% | -$42.5K | 0.41% | 58 |
|
|
2018
Q4 | $580K | Buy |
7,797
+71
| +0.9% | +$5.28K | 0.45% | 51 |
|
|
2018
Q3 | $563K | Sell |
7,726
-778
| -9% | -$56.7K | 0.42% | 50 |
|
|
2018
Q2 | $760K | Sell |
8,504
-488
| -5% | -$43.6K | 0.56% | 38 |
|
|
2018
Q1 | $804K | Sell |
8,992
-394
| -4% | -$35.2K | 0.62% | 37 |
|
|
2017
Q4 | $838K | Buy |
+9,386
| New | +$838K | 0.61% | 38 |
|