SOA Wealth Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487 | Sell |
3
-31
| -91% | -$5.03K | ﹤0.01% | 785 |
|
|
2025
Q1 | $4.75K | Hold |
34
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $5.31K | Hold |
34
| – | – | ﹤0.01% | 614 |
|
|
2024
Q3 | $4.18K | Hold |
34
| – | – | ﹤0.01% | 615 |
|
|
2024
Q2 | $4.22K | Sell |
34
-7
| -17% | -$869 | ﹤0.01% | 617 |
|
|
2024
Q1 | $5.28K | Hold |
41
| – | – | ﹤0.01% | 608 |
|
|
2023
Q4 | $4.58K | Hold |
41
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $4.13K | Hold |
41
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $4.26K | Hold |
41
| – | – | ﹤0.01% | 641 |
|
|
2023
Q1 | $3.83K | Sell |
41
-15
| -27% | -$1.4K | ﹤0.01% | 656 |
|
|
2022
Q4 | $5.99K | Sell |
56
-9
| -14% | -$963 | ﹤0.01% | 595 |
|
|
2022
Q3 | $6K | Sell |
65
-12
| -16% | -$1.11K | ﹤0.01% | 585 |
|
|
2022
Q2 | $6K | Sell |
77
-468
| -86% | -$36.5K | ﹤0.01% | 571 |
|
|
2022
Q1 | $59K | Hold |
545
| – | – | 0.01% | 286 |
|
|
2021
Q4 | $55K | Hold |
545
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $50K | Sell |
545
-6
| -1% | -$550 | 0.01% | 305 |
|
|
2021
Q2 | $47K | Buy |
551
+362
| +192% | +$30.9K | 0.01% | 315 |
|
|
2021
Q1 | $15K | Buy |
189
+4
| +2% | +$317 | ﹤0.01% | 448 |
|
|
2020
Q4 | $13K | Buy |
+185
| New | +$13K | ﹤0.01% | 472 |
|