Smartleaf Asset Management’s Raymond James Financial RJF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$386K Sell
2,516
-488
-16% -$74.8K 0.03% 428
2025
Q1
$418K Sell
3,004
-155
-5% -$21.6K 0.04% 398
2024
Q4
$491K Buy
3,159
+367
+13% +$57K 0.05% 333
2024
Q3
$342K Buy
2,792
+565
+25% +$69.2K 0.04% 356
2024
Q2
$271K Buy
2,227
+379
+21% +$46.1K 0.04% 326
2024
Q1
$235K Buy
1,848
+305
+20% +$38.9K 0.05% 322
2023
Q4
$174K Buy
+1,543
New +$174K 0.05% 335