Beverly Hills Private Wealth’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	$468K	Sell	3,235 -46	-1%	-$7.3K	0.08%	198
2025 Q4	$527K	Sell	3,281 -83	-2%	-$13.4K	0.09%	170
2025 Q3	$581K	Sell	3,364 -121	-3%	-$20.1K	0.1%	167
2025 Q2	$534K	Sell	3,485 -319	-8%	-$45.7K	0.1%	168
2025 Q1	$528K	Buy	3,804 +114	+3%	+$17.7K	0.1%	168
2024 Q4	$573K	Sell	3,690 -371	-9%	-$56K	0.12%	157
2024 Q3	$497K	Sell	4,061 -586	-13%	-$68.4K	0.1%	187
2024 Q2	$574K	Sell	4,647 -288	-6%	-$35.5K	0.12%	171
2024 Q1	$634K	Sell	4,935 -298	-6%	-$34.7K	0.15%	156
2023 Q4	$583K	Sell	5,233 -514	-9%	-$52.9K	0.15%	145
2023 Q3	$577K	Sell	5,747 -5,843	-50%	-$618K	0.17%	133
2023 Q2	$1.25M	Buy	11,590 +5,894	+103%	+$547K	0.21%	112
2023 Q1	$531K	Buy	5,696 +963	+20%	+$102K	0.16%	142
2022 Q4	$506K	Buy	+4,733	New	+$531K	0.22%	110