Clearstead Advisors’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	$91.7K	Buy	633 +72	+13%	+$11.4K	﹤0.01%	1155
2025 Q4	$90.1K	Buy	561 +337	+150%	+$54.4K	﹤0.01%	1158
2025 Q3	$38.7K	Sell	224 -181	-45%	-$30K	﹤0.01%	1365
2025 Q2	$62.1K	Buy	405 +152	+60%	+$21.8K	﹤0.01%	1217
2025 Q1	$35.1K	Sell	253 -33	-12%	-$5.12K	﹤0.01%	1261
2024 Q4	$44.4K	Hold	286	–	–	﹤0.01%	1187
2024 Q3	$35K	Buy	286 +1	+0.4%	+$117	﹤0.01%	1284
2024 Q2	$35.2K	Buy	285 +235	+470%	+$29K	﹤0.01%	1248
2024 Q1	$6.29K	Sell	50 -29	-37%	-$3.38K	﹤0.01%	1142
2023 Q4	$8.81K	Buy	79 +25	+46%	+$2.57K	﹤0.01%	1078
2023 Q3	$5.42K	Buy	+54	New	+$5.71K	﹤0.01%	1227
2023 Q2	–	Sell	-93	Closed	-$8.68K	–	1429
2023 Q1	$8.68K	Buy	93 +10	+12%	+$1.06K	﹤0.01%	966
2022 Q4	$8.87K	Hold	83	–	–	﹤0.01%	918
2022 Q3	$8K	Buy	+83	New	+$8.4K	﹤0.01%	918
2021 Q4	–	Sell	-25	Closed	-$2K	–	1409
2021 Q3	$2K	Buy	25 +1	+4%	+$90	﹤0.01%	1147
2021 Q2	$2K	Buy	+24	New	+$2.09K	﹤0.01%	1074