TAM
Trust 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 | $325K | Hold |
2,119
| – | – | 0.02% | 172 |
|
|
2025
Q1 | $294K | Sell |
2,119
-142
| -6% | -$19.7K | 0.02% | 176 |
|
|
2024
Q4 | $351K | Hold |
2,261
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $277K | Hold |
2,261
| – | – | 0.02% | 189 |
|
|
2024
Q2 | $279K | Hold |
2,261
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $290K | Hold |
2,261
| – | – | 0.03% | 177 |
|
|
2023
Q4 | $252K | Hold |
2,261
| – | – | 0.02% | 182 |
|
|
2023
Q3 | $227K | Hold |
2,261
| – | – | 0.02% | 180 |
|
|
2023
Q2 | $235K | Hold |
2,261
| – | – | 0.02% | 184 |
|
|
2023
Q1 | $211K | Buy |
2,261
+88
| +4% | +$8.21K | 0.02% | 194 |
|
|
2022
Q4 | $232K | Hold |
2,173
| – | – | 0.03% | 180 |
|
|
2022
Q3 | $215K | Buy |
+2,173
| New | +$215K | 0.03% | 182 |
|
|
2022
Q2 | – | Sell |
-1,851
| Closed | -$203K | – | 198 |
|
|
2022
Q1 | $203K | Buy |
+1,851
| New | +$203K | 0.03% | 197 |
|