Berkshire Asset 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	$265K	Hold	1,729	–	–	0.01%	245
2025 Q1	$252K	Buy	1,729 +137	+9%	+$19.9K	0.01%	254
2024 Q4	$275K	Buy	+1,592	New	+$275K	0.01%	246
2024 Q2	–	Sell	-1,595	Closed	-$205K	–	297
2024 Q1	$205K	Buy	+1,595	New	+$205K	0.01%	232