Carson Advisory’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	$243K	Hold	1,586	–	–	0.15%	146
2025 Q1	$220K	Buy	1,586 +4	+0.3%	+$556	0.15%	149
2024 Q4	$246K	Buy	+1,582	New	+$246K	0.17%	137
2024 Q2	–	Sell	-1,570	Closed	-$202K	–	178
2024 Q1	$202K	Buy	+1,570	New	+$202K	0.14%	163