Atria Wealth Solutions’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 Q1	–	Sell	-4,024	Closed	-$625K	–	2051
2024 Q4	$625K	Buy	+4,024	New	+$608K	0.01%	1148
2024 Q3	–	Sell	-1,726	Closed	-$213K	–	2032
2024 Q2	$213K	Sell	1,726 -2,471	-59%	-$305K	﹤0.01%	1731
2024 Q1	$541K	Buy	4,197 +1,297	+45%	+$151K	0.01%	1220
2023 Q4	$324K	Buy	2,900 +302	+12%	+$31.1K	﹤0.01%	1440
2023 Q3	$262K	Sell	2,598 -104	-4%	-$11K	﹤0.01%	1508
2023 Q2	$281K	Sell	2,702 -316	-10%	-$29.3K	﹤0.01%	1487
2023 Q1	$283K	Buy	3,018 +71	+2%	+$7.52K	﹤0.01%	1452
2022 Q4	$316K	Sell	2,947 -1,927	-40%	-$216K	0.01%	1331
2022 Q3	$483K	Sell	4,874 -3,076	-39%	-$311K	0.01%	1040
2022 Q2	$712K	Sell	7,950 -85	-1%	-$8.33K	0.01%	840
2022 Q1	$883K	Buy	+8,035	New	+$851K	0.01%	785