Venturi Wealth Management’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
Q4 | $493K | Sell |
|
|||||
|
2025
Q3 | $531K | Sell |
|
|||||
|
2025
Q2 | $476K | Sell |
|
|||||
|
2025
Q1 | $461K | Buy |
|
|||||
|
2024
Q4 | $504K | Buy |
|
|||||
|
2024
Q3 | $19.2K | Sell |
|
|||||
|
2024
Q2 | $24.4K | Buy |
|
|||||
|
2024
Q1 | $7.58K | Hold |
|
|||||
|
2023
Q4 | $6.58K | Buy |
|
|||||
|
2023
Q3 | $1.31K | Buy |
|
|||||
|
2023
Q2 | $312 | Buy |
|