Cerity Partners’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	$3.44M	Sell	23,754 -356	-1%	-$56.5K	﹤0.01%	1192
2025 Q4	$3.87M	Buy	24,110 +5,018	+26%	+$810K	0.01%	1044
2025 Q3	$3.3M	Sell	19,092 -136	-0.7%	-$22.5K	0.01%	1058
2025 Q2	$2.95M	Sell	19,228 -500	-3%	-$71.6K	0.01%	1042
2025 Q1	$2.74M	Buy	19,728 +429	+2%	+$66.6K	0.01%	978
2024 Q4	$2.82M	Buy	19,299 +1,765	+10%	+$267K	0.01%	956
2024 Q3	$2.15M	Buy	17,534 +922	+6%	+$108K	﹤0.01%	1064
2024 Q2	$2.05M	Sell	16,612 -1,596	-9%	-$197K	0.01%	907
2024 Q1	$2.34M	Buy	18,208 +6,074	+50%	+$708K	0.01%	903
2023 Q4	$1.35M	Buy	+12,134	New	+$1.25M	﹤0.01%	889
2023 Q3	–	Sell	-11,529	Closed	-$1.2M	–	1655
2023 Q2	$1.2M	Buy	11,529 +8,839	+329%	+$821K	﹤0.01%	871
2023 Q1	$250K	Sell	2,690 -485	-15%	-$51.4K	﹤0.01%	1622
2022 Q4	$340K	Buy	3,175 +668	+27%	+$75K	﹤0.01%	1096
2022 Q3	$248K	Sell	2,507 -280	-10%	-$28.4K	﹤0.01%	974
2022 Q2	$249K	Buy	2,787 +406	+17%	+$39.8K	﹤0.01%	990
2022 Q1	$262K	Buy	+2,381	New	+$252K	﹤0.01%	776