Wealthspire Advisors (New York)’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 | $1.01M | Sell |
6,603
-166
| -2% | -$25.5K | 0.01% | 382 |
|
|
2025
Q1 | $940K | Sell |
6,769
-43
| -0.6% | -$5.97K | 0.01% | 389 |
|
|
2024
Q4 | $1.06M | Buy |
6,812
+266
| +4% | +$41.3K | 0.01% | 361 |
|
|
2024
Q3 | $802K | Buy |
6,546
+39
| +0.6% | +$4.78K | 0.01% | 408 |
|
|
2024
Q2 | $804K | Buy |
6,507
+502
| +8% | +$62.1K | 0.01% | 350 |
|
|
2024
Q1 | $771K | Buy |
6,005
+53
| +0.9% | +$6.81K | 0.01% | 350 |
|
|
2023
Q4 | $664K | Sell |
5,952
-75
| -1% | -$8.36K | 0.01% | 376 |
|
|
2023
Q3 | $605K | Buy |
6,027
+6
| +0.1% | +$603 | 0.01% | 358 |
|
|
2023
Q2 | $625K | Buy |
6,021
+340
| +6% | +$35.3K | 0.01% | 325 |
|
|
2023
Q1 | $530K | Sell |
5,681
-675
| -11% | -$63K | 0.01% | 345 |
|
|
2022
Q4 | $679K | Buy |
6,356
+678
| +12% | +$72.4K | 0.01% | 331 |
|
|
2022
Q3 | $561K | Buy |
5,678
+48
| +0.9% | +$4.74K | 0.01% | 315 |
|
|
2022
Q2 | $503K | Buy |
5,630
+154
| +3% | +$13.8K | 0.01% | 314 |
|
|
2022
Q1 | $602K | Buy |
+5,476
| New | +$602K | 0.01% | 242 |
|
|
2021
Q3 | – | Sell |
-5,477
| Closed | -$474K | – | 597 |
|
|
2021
Q2 | $474K | Sell |
5,477
-1,908
| -26% | -$165K | 0.01% | 232 |
|
|
2021
Q1 | $603K | Buy |
7,385
+315
| +4% | +$25.7K | 0.01% | 349 |
|
|
2020
Q4 | $451K | Buy |
+7,070
| New | +$451K | 0.01% | 326 |
|
|
2020
Q2 | – | Sell |
-5,219
| Closed | -$220K | – | 469 |
|
|
2020
Q1 | $220K | Buy |
+5,219
| New | +$220K | 0.01% | 460 |
|
|
2019
Q1 | – | Sell |
-48
| Closed | -$2K | – | 641 |
|
|
2018
Q4 | $2K | Buy |
+48
| New | +$2K | ﹤0.01% | 764 |
|