Simplicity Wealth’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,151
| Closed | -$334K | – | 595 |
|
|
2024
Q4 | $334K | Buy |
2,151
+274
| +15% | +$42.6K | 0.07% | 216 |
|
|
2024
Q3 | $230K | Sell |
1,877
-2,341
| -56% | -$287K | 0.02% | 445 |
|
|
2024
Q2 | $521K | Buy |
4,218
+1,615
| +62% | +$200K | 0.01% | 741 |
|
|
2024
Q1 | $334K | Buy |
+2,603
| New | +$334K | 0.01% | 879 |
|