Venturi Wealth Management’s Raymond James Financial RJF Stock Holding History

Venturi Wealth Management’s Portfolio RJF Stock Details RJF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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