Wellspring Financial Advisors’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 | $2.66M | Buy |
17,368
+15
| +0.1% | +$2.3K | 0.27% | 35 |
|
|
2025
Q1 | $2.41M | Sell |
17,353
-5,375
| -24% | -$747K | 0.27% | 36 |
|
|
2024
Q4 | $3.53M | Sell |
22,728
-800
| -3% | -$124K | 0.37% | 34 |
|
|
2024
Q3 | $2.88M | Sell |
23,528
-20
| -0.1% | -$2.45K | 0.34% | 33 |
|
|
2024
Q2 | $2.91M | Buy |
23,548
+20
| +0.1% | +$2.47K | 0.4% | 34 |
|
|
2024
Q1 | $3.02M | Buy |
23,528
+9,750
| +71% | +$1.25M | 0.48% | 30 |
|
|
2023
Q4 | $1.54M | Buy |
+13,778
| New | +$1.54M | 0.38% | 41 |
|