Allred Capital 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
2026 Q1	$294K	Buy	2,028 +10	+0.5%	+$1.59K	0.11%	133
2025 Q4	$324K	Buy	2,018 +13	+0.6%	+$2.1K	0.12%	127
2025 Q3	$346K	Buy	2,005 +43	+2%	+$7.13K	0.12%	130
2025 Q2	$301K	Buy	1,962 +28	+1%	+$4.01K	0.11%	130
2025 Q1	$269K	Buy	1,934 +60	+3%	+$9.31K	0.11%	140
2024 Q4	$291K	Buy	1,874 +4	+0.2%	+$604	0.11%	142
2024 Q3	$229K	Buy	1,870 +35	+2%	+$4.09K	0.09%	155
2024 Q2	$227K	Buy	1,835 +35	+2%	+$4.32K	0.09%	159
2024 Q1	$231K	Buy	+1,800	New	+$210K	0.09%	160
2021 Q2	–	Sell	-1,512	Closed	-$124K	–	646
2021 Q1	$124K	Buy	+1,512	New	+$113K	0.06%	231
2020 Q3	–	Sell	-7,970	Closed	-$365K	–	170
2020 Q2	$365K	Buy	7,970 +33	+0.4%	+$1.49K	0.23%	98
2020 Q1	$334K	Buy	7,937 +7,560	+2,005%	+$426K	0.26%	93
2019 Q4	$22.5K	Sell	377 -7,509	-95%	-$433K	0.01%	461
2019 Q3	$417K	Sell	7,886 -372	-5%	-$20.2K	0.25%	101
2019 Q2	$465K	Sell	8,258 -627	-7%	-$35.7K	0.27%	101
2019 Q1	$492K	Sell	8,885 -3,499	-28%	-$187K	0.28%	97
2018 Q4	$614K	Buy	+12,384	New	+$660K	0.41%	77