TFO Wealth Partners’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$642 | – | 608 |
|
|
2024
Q1 | $642 | Hold |
5
| – | – | ﹤0.01% | 216 |
|
|
2023
Q4 | $558 | Hold |
5
| – | – | ﹤0.01% | 307 |
|
|
2023
Q3 | $519 | Hold |
5
| – | – | ﹤0.01% | 448 |
|
|
2023
Q2 | $519 | Hold |
5
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $466 | Buy |
5
+4
| +400% | +$373 | ﹤0.01% | 262 |
|
|
2022
Q4 | $106 | Buy |
+1
| New | +$106 | ﹤0.01% | 764 |
|