Bell Investment 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	$20.9K	Hold	144	–	–	﹤0.01%	443
2025 Q4	$23.1K	Hold	144	–	–	﹤0.01%	406
2025 Q3	$24.9K	Sell	144 -14	-9%	-$2.32K	﹤0.01%	363
2025 Q2	$24.2K	Buy	158 +17	+12%	+$2.43K	﹤0.01%	377
2025 Q1	$19.6K	Hold	141	–	–	﹤0.01%	397
2024 Q4	$21.9K	Buy	141 +9	+7%	+$1.36K	﹤0.01%	364
2024 Q3	$16.2K	Sell	132 -5	-4%	-$584	﹤0.01%	446
2024 Q2	$16.9K	Hold	137	–	–	﹤0.01%	433
2024 Q1	$17.6K	Hold	137	–	–	﹤0.01%	408
2023 Q4	$15.3K	Buy	137 +15	+12%	+$1.54K	﹤0.01%	426
2023 Q3	$12.3K	Sell	122 -20	-14%	-$2.12K	﹤0.01%	434
2023 Q2	$14.7K	Buy	142 +22	+18%	+$2.04K	﹤0.01%	381
2023 Q1	$11.2K	Sell	120 -5	-4%	-$530	﹤0.01%	447
2022 Q4	$13.4K	Buy	125 +5	+4%	+$561	﹤0.01%	393
2022 Q3	$12K	Buy	120 +10	+9%	+$1.01K	﹤0.01%	372
2022 Q2	$10K	Buy	+110	New	+$10.8K	﹤0.01%	434
2021 Q4	$10K	Hold	100	–	–	﹤0.01%	499
2021 Q3	$9K	Buy	+100	New	+$8.96K	﹤0.01%	493