Wetzel Investment Advisors’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$771K Hold
2025
Q1
$699K Hold
2024
Q4
$781K Hold
2024
Q3
$616K Sell
2024
Q2
$710K Buy
2024
Q1
$613K Sell
2023
Q4
$672K Buy