West Michigan 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 | $1.12M | Hold |
7,290
| – | – | 0.32% | 62 |
|
|
2025
Q1 | $1.01M | Sell |
7,290
-951
| -12% | -$132K | 0.34% | 59 |
|
|
2024
Q4 | $1.28M | Sell |
8,241
-379
| -4% | -$58.9K | 0.39% | 53 |
|
|
2024
Q3 | $1.06M | Sell |
8,620
-105
| -1% | -$12.9K | 0.32% | 63 |
|
|
2024
Q2 | $1.08M | Buy |
8,725
+4
| +0% | +$494 | 0.34% | 52 |
|
|
2024
Q1 | $1.12M | Sell |
8,721
-254
| -3% | -$32.6K | 0.36% | 52 |
|
|
2023
Q4 | $1M | Sell |
8,975
-375
| -4% | -$41.8K | 0.38% | 51 |
|
|
2023
Q3 | $939K | Sell |
9,350
-200
| -2% | -$20.1K | 0.5% | 50 |
|
|
2023
Q2 | $991K | Buy |
9,550
+757
| +9% | +$78.6K | 0.4% | 71 |
|
|
2023
Q1 | $820K | Buy |
8,793
+291
| +3% | +$27.1K | 0.47% | 51 |
|
|
2022
Q4 | $908K | Sell |
8,502
-620
| -7% | -$66.2K | 0.66% | 36 |
|
|
2022
Q3 | $902K | Sell |
9,122
-199
| -2% | -$19.7K | 0.79% | 34 |
|
|
2022
Q2 | $833K | Buy |
9,321
+54
| +0.6% | +$4.83K | 0.72% | 38 |
|
|
2022
Q1 | $1.02M | Buy |
9,267
+1,958
| +27% | +$215K | 0.69% | 33 |
|
|
2021
Q4 | $734K | Buy |
+7,309
| New | +$734K | 0.55% | 40 |
|