WestEnd 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 | $613 | Sell |
4
-2
| -33% | -$307 | ﹤0.01% | 257 |
|
|
2025
Q1 | $833 | Buy |
6
+2
| +50% | +$278 | ﹤0.01% | 225 |
|
|
2024
Q4 | $621 | Buy |
4
+1
| +33% | +$155 | ﹤0.01% | 156 |
|
|
2024
Q3 | $367 | Hold |
3
| – | – | ﹤0.01% | 216 |
|
|
2024
Q2 | $371 | Buy |
3
+2
| +200% | +$247 | ﹤0.01% | 189 |
|
|
2024
Q1 | $128 | Buy |
+1
| New | +$128 | ﹤0.01% | 290 |
|
|
2022
Q2 | – | Hold |
0
| – | -$219K | – | 359 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$200 | – | 229 |
|
|
2021
Q4 | $200 | Buy |
+2
| New | +$200 | ﹤0.01% | 266 |
|
|
2021
Q3 | – | Hold |
0
| – | -$129K | – | 336 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 304 |
|