Barnes Pettey Financial 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	$3.24M	Sell	22,402 -253	-1%	-$40.1K	1.41%	17
2025 Q4	$3.64M	Buy	22,655 +216	+1%	+$34.9K	1.8%	12
2025 Q3	$3.87M	Buy	22,439 +10,702	+91%	+$1.77M	2.12%	10
2025 Q2	$1.8M	Buy	11,737 +43	+0.4%	+$6.16K	1.2%	19
2025 Q1	$1.62M	Sell	11,694 -12,770	-52%	-$1.98M	1.26%	19
2024 Q4	$3.8M	Sell	24,464 -3,726	-13%	-$563K	2.9%	7
2024 Q3	$3.45M	Buy	28,190 +28	+0.1%	+$3.27K	2.75%	9
2024 Q2	$3.48M	Sell	28,162 -3	-0%	-$370	2.99%	5
2024 Q1	$3.62M	Buy	28,165 +37	+0.1%	+$4.31K	3.12%	5
2023 Q4	$3.14M	Buy	28,128 +1,220	+5%	+$126K	2.55%	9
2023 Q3	$2.7M	Buy	26,908 +41	+0.2%	+$4.34K	2.48%	11
2023 Q2	$2.79M	Buy	26,867 +44	+0.2%	+$4.08K	2.41%	11
2023 Q1	$2.5M	Sell	26,823 -396	-1%	-$41.9K	2.39%	9
2022 Q4	$2.91M	Sell	27,219 -250	-0.9%	-$28.1K	3%	4
2022 Q3	$2.71M	Sell	27,469 -376	-1%	-$38.1K	3.71%	4
2022 Q2	$2.49M	Buy	27,845 +3	+0%	+$294	3.22%	5
2022 Q1	$3.06M	Sell	27,842 -996	-3%	-$106K	3.7%	4
2021 Q4	$2.9M	Buy	+28,838	New	+$2.85M	3.33%	6