Venturi 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 | $476K | Sell |
3,101
-217
| -7% | -$33.3K | 0.02% | 338 |
|
|
2025
Q1 | $461K | Buy |
3,318
+73
| +2% | +$10.1K | 0.02% | 340 |
|
|
2024
Q4 | $504K | Buy |
3,245
+3,088
| +1,967% | +$480K | 0.02% | 331 |
|
|
2024
Q3 | $19.2K | Sell |
157
-40
| -20% | -$4.9K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $24.4K | Buy |
197
+138
| +234% | +$17.1K | ﹤0.01% | 888 |
|
|
2024
Q1 | $7.58K | Hold |
59
| – | – | ﹤0.01% | 990 |
|
|
2023
Q4 | $6.58K | Buy |
59
+46
| +354% | +$5.13K | ﹤0.01% | 971 |
|
|
2023
Q3 | $1.31K | Buy |
13
+10
| +333% | +$1.01K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $312 | Buy |
+3
| New | +$312 | ﹤0.01% | 1105 |
|