Wealthfront Advisers’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 | $1.92M | Buy |
12,540
+3,991
| +47% | +$612K | 0.01% | 581 |
|
|
2025
Q1 | $1.19M | Sell |
8,549
-116
| -1% | -$16.1K | ﹤0.01% | 628 |
|
|
2024
Q4 | $1.35M | Buy |
8,665
+1,238
| +17% | +$192K | ﹤0.01% | 608 |
|
|
2024
Q3 | $910K | Buy |
7,427
+70
| +1% | +$8.57K | ﹤0.01% | 655 |
|
|
2024
Q2 | $909K | Buy |
7,357
+538
| +8% | +$66.5K | ﹤0.01% | 639 |
|
|
2024
Q1 | $876K | Sell |
6,819
-48
| -0.7% | -$6.16K | ﹤0.01% | 640 |
|
|
2023
Q4 | $766K | Buy |
6,867
+215
| +3% | +$24K | ﹤0.01% | 638 |
|
|
2023
Q3 | $668K | Buy |
6,652
+19
| +0.3% | +$1.91K | ﹤0.01% | 635 |
|
|
2023
Q2 | $688K | Sell |
6,633
-2,352
| -26% | -$244K | ﹤0.01% | 626 |
|
|
2023
Q1 | $838K | Sell |
8,985
-14,141
| -61% | -$1.32M | ﹤0.01% | 564 |
|
|
2022
Q4 | $2.47M | Sell |
23,126
-3,464
| -13% | -$370K | 0.01% | 351 |
|
|
2022
Q3 | $2.63M | Buy |
26,590
+1,148
| +5% | +$113K | 0.01% | 309 |
|
|
2022
Q2 | $2.28M | Buy |
25,442
+2,446
| +11% | +$219K | 0.01% | 345 |
|
|
2022
Q1 | $2.53M | Sell |
22,996
-1,841
| -7% | -$202K | 0.01% | 346 |
|
|
2021
Q4 | $2.49M | Buy |
24,837
+8,445
| +52% | +$848K | 0.01% | 341 |
|
|
2021
Q3 | $1.51M | Buy |
16,392
+10,404
| +174% | +$960K | 0.01% | 403 |
|
|
2021
Q2 | $519K | Sell |
5,988
-77
| -1% | -$6.67K | ﹤0.01% | 518 |
|
|
2021
Q1 | $496K | Buy |
6,065
+585
| +11% | +$47.8K | ﹤0.01% | 463 |
|
|
2020
Q4 | $350K | Buy |
5,480
+696
| +15% | +$44.5K | ﹤0.01% | 476 |
|
|
2020
Q3 | $232K | Buy |
+4,784
| New | +$232K | ﹤0.01% | 490 |
|
|
2020
Q1 | – | Sell |
-3,629
| Closed | -$216K | – | 484 |
|
|
2019
Q4 | $216K | Buy |
+3,629
| New | +$216K | ﹤0.01% | 484 |
|
|
2019
Q3 | – | Sell |
-3,959
| Closed | -$223K | – | 488 |
|
|
2019
Q2 | $223K | Buy |
3,959
+29
| +0.7% | +$1.63K | ﹤0.01% | 469 |
|
|
2019
Q1 | $211K | Buy |
+3,930
| New | +$211K | ﹤0.01% | 468 |
|