Spire Wealth Management’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
Q2
$84.8K Buy
553
+532
+2,533% +$81.6K ﹤0.01% 1032
2025
Q1
$2.93K Buy
21
+3
+17% +$419 ﹤0.01% 2190
2024
Q4
$2.81K Hold
18
﹤0.01% 2181
2024
Q3
$2.21K Hold
18
﹤0.01% 1990
2024
Q2
$2.22K Buy
18
+4
+29% +$494 ﹤0.01% 1993
2024
Q1
$1.85K Buy
14
+2
+17% +$264 ﹤0.01% 2115
2023
Q4
$1.38K Sell
12
-2
-14% -$231 ﹤0.01% 2216
2023
Q3
$1.44K Buy
14
+1
+8% +$103 ﹤0.01% 2194
2023
Q2
$1.36K Sell
13
-847
-98% -$88.7K ﹤0.01% 2258
2023
Q1
$80.2K Buy
860
+77
+10% +$7.18K ﹤0.01% 1032
2022
Q4
$84K Sell
783
-43
-5% -$4.61K ﹤0.01% 805
2022
Q3
$82K Sell
826
-94
-10% -$9.33K 0.01% 774
2022
Q2
$82K Sell
920
-1,366
-60% -$122K ﹤0.01% 1106
2022
Q1
$249K Sell
2,286
-59
-3% -$6.43K 0.01% 795
2021
Q4
$235K Buy
2,345
+10
+0.4% +$1K 0.01% 1023
2021
Q3
$216K Sell
2,335
-202
-8% -$18.7K 0.01% 885
2021
Q2
$218K Buy
2,537
+1,133
+81% +$97.4K 0.01% 917
2021
Q1
$126K Buy
+1,404
New +$126K ﹤0.01% 1289