Aft Forsyth & Sober’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
2026 Q1	$2.39M	Hold	16,500	–	–	0.73%	40
2025 Q4	$2.65M	Hold	16,500	–	–	0.8%	33
2025 Q3	$2.85M	Hold	16,500	–	–	0.88%	29
2025 Q2	$2.53M	Buy	16,500 +550	+3%	+$78.8K	0.85%	33
2025 Q1	$2.22M	Buy	15,950 +200	+1%	+$31K	0.77%	41
2024 Q4	$2.45M	Hold	15,750	–	–	0.79%	38
2024 Q3	$1.93M	Hold	15,750	–	–	0.63%	44
2024 Q2	$1.95M	Hold	15,750	–	–	0.67%	41
2024 Q1	$2.02M	Sell	15,750 -800	-5%	-$93.2K	0.71%	46
2023 Q4	$1.84M	Hold	16,550	–	–	0.71%	43
2023 Q3	$1.66M	Hold	16,550	–	–	0.7%	39
2023 Q2	$1.72M	Buy	16,550 +800	+5%	+$74.3K	0.71%	37
2023 Q1	$1.47M	Sell	15,750 -800	-5%	-$84.7K	0.74%	39
2022 Q4	$1.77M	Hold	16,550	–	–	0.8%	30
2022 Q3	$1.64M	Hold	16,550	–	–	0.8%	31
2022 Q2	$1.48M	Hold	16,550	–	–	0.69%	39
2022 Q1	$1.82M	Buy	16,550 +800	+5%	+$84.8K	0.72%	33
2021 Q4	$1.58M	Hold	15,750	–	–	0.55%	47
2021 Q3	$1.45M	Buy	15,750 +300	+2%	+$26.9K	0.55%	50
2021 Q2	$1.34M	Hold	15,450	–	–	0.5%	40
2021 Q1	$1.26M	Buy	15,450 +7,650	+98%	+$570K	0.52%	39
2020 Q4	$497K	Buy	+7,800	New	+$446K	0.38%	51