B. Riley Wealth 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	–	Sell	-1,519	Closed	-$244K	–	1076
2025 Q4	$244K	Sell	1,519 -404	-21%	-$65.2K	0.01%	788
2025 Q3	$332K	Buy	1,923 +22	+1%	+$3.65K	0.02%	681
2025 Q2	$292K	Buy	+1,901	New	+$272K	0.01%	729
2024 Q4	$775K	Sell	4,988 -502	-9%	-$75.8K	0.03%	540
2024 Q3	$675K	Sell	5,490 -894	-14%	-$104K	0.02%	627
2024 Q2	$789K	Buy	6,384 +1,687	+36%	+$208K	0.02%	621
2024 Q1	$474K	Buy	4,697 +1,399	+42%	+$163K	0.01%	819
2023 Q4	$369K	Sell	3,298 -1,399	-30%	-$144K	0.01%	966
2023 Q3	$474K	Sell	4,697 -3,364	-42%	-$356K	0.01%	819
2023 Q2	$840K	Sell	8,061 -161	-2%	-$14.9K	0.02%	625
2023 Q1	$770K	Buy	+8,222	New	+$871K	0.02%	636
2022 Q2	–	Sell	-3,205	Closed	-$353K	–	1362
2022 Q1	$353K	Sell	3,205 -644	-17%	-$68.2K	0.01%	935
2021 Q4	$387K	Buy	3,849 +519	+16%	+$51.3K	0.01%	947
2021 Q3	$308K	Buy	+3,330	New	+$298K	0.01%	1026
2021 Q1	–	Sell	-4,532	Closed	-$290K	–	1403
2020 Q4	$290K	Sell	4,532 -706	-13%	-$40.4K	0.02%	773
2020 Q3	$254K	Buy	5,238 +300	+6%	+$14.5K	0.01%	767
2020 Q2	$228K	Sell	4,938 -192	-4%	-$8.65K	0.02%	730
2020 Q1	$217K	Sell	5,130 -2	-0%	-$113	0.02%	644
2019 Q4	$307K	Buy	+5,132	New	+$296K	0.03%	586
2015 Q1	–	Sell	-686	Closed	-$26	–	1674
2014 Q4	$26	Buy	+686	New	+$25.2K	﹤0.01%	2428
2014 Q3	–	Sell	-752	Closed	-$25.4K	–	1620
2014 Q2	$25.4K	Buy	+752	New	+$25.1K	0.01%	1357