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

Wetzel Investment Advisors’s Portfolio RJF Stock Details RJF Fund Activity

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