Cornerstone Planning Group’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	$55.1K	Buy	347 +19	+6%	+$3.01K	0.01%	375
2025 Q4	$55.1K	Buy	328 +312	+1,950%	+$50.4K	0.01%	322
2025 Q3	$360	Sell	16 -105	-87%	-$17.4K	﹤0.01%	1557
2025 Q2	$20.2K	Sell	121 -24	-17%	-$3.44K	﹤0.01%	415
2025 Q1	$19.6K	Buy	145 +71	+96%	+$11K	﹤0.01%	419
2024 Q4	$12.5K	Sell	74 -1	-1%	-$151	﹤0.01%	380
2024 Q3	$11.2K	Sell	75 -27	-26%	-$3.15K	﹤0.01%	396
2024 Q2	$10.9K	Sell	102 -16	-14%	-$1.98K	﹤0.01%	424
2024 Q1	$14.7K	Buy	118 +8	+7%	+$932	﹤0.01%	341
2023 Q4	$12.3K	Sell	110 -2	-2%	-$206	﹤0.01%	394
2023 Q3	$11.2K	Buy	112 +1	+0.9%	+$106	﹤0.01%	398
2023 Q2	$11.5K	Buy	+111	New	+$10.3K	﹤0.01%	598
2022 Q4	$7.53K	Buy	+67	New	+$7.52K	﹤0.01%	733