WA
Waverly Advisors’s Raymond James Financial RJF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.54M | Buy |
42,672
+354
| +0.8% | +$54.3K | 0.07% | 256 |
|
|
2025
Q1 | $5.88M | Buy |
42,318
+26,632
| +170% | +$3.7M | 0.07% | 260 |
|
|
2024
Q4 | $2.44M | Buy |
+15,686
| New | +$2.44M | 0.04% | 342 |
|
|
2024
Q3 | – | Sell |
-2,076
| Closed | -$257K | – | 826 |
|
|
2024
Q2 | $257K | Buy |
2,076
+77
| +4% | +$9.52K | 0.01% | 704 |
|
|
2024
Q1 | $257K | Sell |
1,999
-5
| -0.2% | -$642 | 0.01% | 606 |
|
|
2023
Q4 | $223K | Buy |
+2,004
| New | +$223K | 0.01% | 401 |
|
|
2014
Q1 | – | Sell |
-137
| Closed | -$7K | – | 810 |
|
|
2013
Q4 | $7K | Buy |
+137
| New | +$7K | ﹤0.01% | 623 |
|