Waverly Advisors’s Raymond James Financial RJF Stock Holding History

Waverly Advisors’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.54M	Buy
2025 Q1	$5.88M	Buy
2024 Q4	$2.44M	Buy
2024 Q3	–	Sell
2024 Q2	$257K	Buy
2024 Q1	$257K	Sell
2023 Q4	$223K	Buy
2014 Q1	–	Sell
2013 Q4	$7K	Buy