Williams Jones Wealth Management’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 | – | Sell |
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|
2025
Q1 | $556K | Hold |
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|
2024
Q4 | $621K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $494K | Hold |
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|
2024
Q1 | $514K | Hold |
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|
2023
Q4 | $446K | Sell |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $507K | Hold |
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|
2022
Q4 | $581K | Sell |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $670K | Buy |
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|
2021
Q4 | $546K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $471K | Hold |
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|
2021
Q1 | $444K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $250K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $299K | Buy |
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