West Branch Capital’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
Sell
-1
Closed -$139 522
2025
Q1
$139 Hold
1
﹤0.01% 495
2024
Q4
$156 Hold
1
﹤0.01% 492
2024
Q3
$123 Buy
+1
New +$123 ﹤0.01% 516