Signature Wealth Management Group’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
Q3 | $926K | Hold |
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|
2025
Q2 | $823K | Sell |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $846K | Sell |
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|
2024
Q3 | $690K | Hold |
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|
2024
Q2 | $697K | Sell |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q2 | $636K | Buy |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $654K | Sell |
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|
2022
Q3 | $618K | Hold |
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|
2022
Q2 | $559K | Hold |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $726K | Sell |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $670K | Sell |
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|
2020
Q4 | $562K | Sell |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $425K | Hold |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $575K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $610K | Sell |
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|
2019
Q1 | $584K | Sell |
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|
2018
Q4 | $580K | Buy |
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|
2018
Q3 | $563K | Sell |
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|
2018
Q2 | $760K | Sell |
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|
2018
Q1 | $804K | Sell |
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|
2017
Q4 | $838K | Buy |
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