Bartlett & Co Wealth Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.22K	Buy	34 +33	+3,300%	+$5.06K	﹤0.01%	995
2025 Q1	$139	Buy	+1	New	+$139	﹤0.01%	1190
2021 Q4	–	Sell	-21	Closed	-$1.94K	–	774
2021 Q3	$1.94K	Buy	+21	New	+$1.94K	﹤0.01%	869