SOA Wealth Advisors’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 | $550 | Hold |
|
|||||
|
2025
Q2 | $487 | Sell |
|
|||||
|
2025
Q1 | $4.75K | Hold |
|
|||||
|
2024
Q4 | $5.3K | Hold |
|
|||||
|
2024
Q3 | $4.18K | Hold |
|
|||||
|
2024
Q2 | $4.22K | Sell |
|
|||||
|
2024
Q1 | $5.28K | Hold |
|
|||||
|
2023
Q4 | $4.58K | Hold |
|
|||||
|
2023
Q3 | $4.13K | Hold |
|
|||||
|
2023
Q2 | $4.26K | Hold |
|
|||||
|
2023
Q1 | $3.83K | Sell |
|
|||||
|
2022
Q4 | $5.99K | Sell |
|
|||||
|
2022
Q3 | $6K | Sell |
|
|||||
|
2022
Q2 | $6K | Sell |
|
|||||
|
2022
Q1 | $59K | Hold |
|
|||||
|
2021
Q4 | $55K | Hold |
|
|||||
|
2021
Q3 | $50K | Sell |
|
|||||
|
2021
Q2 | $47K | Buy |
|
|||||
|
2021
Q1 | $15K | Buy |
|
|||||
|
2020
Q4 | $13K | Buy |
|