Atlas Capital Advisors’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	$1.45K	Hold	10	–	–	﹤0.01%	903
2025 Q4	$1.6K	Buy	+10	New	+$1.61K	﹤0.01%	863
2023 Q2	–	Sell	-211	Closed	-$19.7K	–	923
2023 Q1	$19.7K	Sell	211 -315	-60%	-$33.4K	﹤0.01%	684
2022 Q4	$56.2K	Sell	526 -22	-4%	-$2.47K	0.01%	525
2022 Q3	$54.2K	Hold	548	–	–	0.01%	521
2022 Q2	$49K	Buy	+548	New	+$53.7K	0.01%	565
2021 Q1	–	Sell	-6,414	Closed	-$409K	–	823
2020 Q4	$409K	Buy	+6,414	New	+$367K	0.09%	206
2019 Q4	–	Sell	-113	Closed	-$6.18K	–	664
2019 Q3	$6.18K	Sell	113 -442	-80%	-$24K	﹤0.01%	598
2019 Q2	$31.3K	Buy	+555	New	+$31.6K	0.01%	516
2018 Q4	–	Sell	-614	Closed	-$38.4K	–	593
2018 Q3	$38.4K	Hold	614	–	–	0.01%	434
2018 Q2	$38.9K	Buy	+614	New	+$38.1K	0.01%	416