Belpointe Asset Management’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	$234K	Sell	1,619 -4,029	-71%	-$639K	0.01%	946
2025 Q4	$907K	Buy	5,648 +86	+2%	+$13.9K	0.03%	472
2025 Q3	$960K	Sell	5,562 -385	-6%	-$63.8K	0.04%	419
2025 Q2	$912K	Buy	5,947 +423	+8%	+$60.6K	0.04%	388
2025 Q1	$767K	Buy	5,524 +854	+18%	+$133K	0.04%	416
2024 Q4	$558K	Sell	4,670 -545	-10%	-$82.3K	0.03%	484
2024 Q3	$639K	Buy	5,215 +1,780	+52%	+$208K	0.04%	435
2024 Q2	$425K	Buy	+3,435	New	+$424K	0.03%	491
2023 Q2	–	Sell	-1,656	Closed	-$154K	–	2755
2023 Q1	$154K	Buy	1,656 +373	+29%	+$39.5K	0.01%	1064
2022 Q4	$137K	Buy	1,283 +107	+9%	+$12K	0.01%	1066
2022 Q3	$116K	Buy	+1,176	New	+$119K	0.01%	1091
2022 Q2	–	Sell	-1,028	Closed	-$113K	–	1241
2022 Q1	$113K	Buy	+1,028	New	+$109K	0.01%	1163