Western Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,637
| Closed | -$1.3M | – | 733 |
|
|
2024
Q3 | $1.3M | Buy |
+10,637
| New | +$1.3M | 0.07% | 262 |
|
|
2024
Q1 | – | Sell |
-10,322
| Closed | -$1.15M | – | 704 |
|
|
2023
Q4 | $1.15M | Sell |
10,322
-12
| -0.1% | -$1.34K | 0.08% | 252 |
|
|
2023
Q3 | $1.04M | Buy |
10,334
+552
| +6% | +$55.4K | 0.09% | 240 |
|
|
2023
Q2 | $1.02M | Buy |
9,782
+1,359
| +16% | +$141K | 0.09% | 238 |
|
|
2023
Q1 | $786K | Sell |
8,423
-228
| -3% | -$21.3K | 0.07% | 271 |
|
|
2022
Q4 | $924K | Buy |
8,651
+564
| +7% | +$60.3K | 0.09% | 233 |
|
|
2022
Q3 | $962K | Buy |
8,087
+242
| +3% | +$28.8K | 0.06% | 314 |
|
|
2022
Q2 | $711K | Buy |
7,845
+2,815
| +56% | +$255K | 0.04% | 379 |
|
|
2022
Q1 | $553K | Buy |
+5,030
| New | +$553K | 0.03% | 500 |
|