World Investment 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 | $4.77M | Buy |
31,130
+1,433
| +5% | +$220K | 0.11% | 220 |
|
|
2025
Q1 | $4.13M | Buy |
29,697
+507
| +2% | +$70.4K | 0.11% | 224 |
|
|
2024
Q4 | $4.53M | Buy |
29,190
+900
| +3% | +$140K | 0.12% | 182 |
|
|
2024
Q3 | $3.46M | Buy |
28,290
+1,924
| +7% | +$236K | 0.11% | 212 |
|
|
2024
Q2 | $3.26M | Buy |
26,366
+7
| +0% | +$865 | 0.2% | 102 |
|
|
2024
Q1 | $3.39M | Buy |
+26,359
| New | +$3.39M | 0.48% | 50 |
|