Creative Financial Designs’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	$23.9K	Hold	165	–	–	﹤0.01%	1150
2025 Q4	$26.5K	Hold	165	–	–	﹤0.01%	1073
2025 Q3	$28.5K	Hold	165	–	–	﹤0.01%	1033
2025 Q2	$25.3K	Sell	165 -1	-0.6%	-$143	﹤0.01%	1059
2025 Q1	$23.1K	Buy	166 +116	+232%	+$18K	﹤0.01%	1042
2024 Q4	$7.77K	Hold	50	–	–	﹤0.01%	1318
2024 Q3	$6.12K	Sell	50 -16	-24%	-$1.87K	﹤0.01%	1328
2024 Q2	$8.16K	Hold	66	–	–	﹤0.01%	1211
2024 Q1	$8.48K	Hold	66	–	–	﹤0.01%	1192
2023 Q4	$7.36K	Hold	66	–	–	﹤0.01%	1177
2023 Q3	$6.63K	Hold	66	–	–	﹤0.01%	1126
2023 Q2	$6.85K	Buy	66 +27	+69%	+$2.51K	﹤0.01%	1106
2023 Q1	$3.64K	Buy	+39	New	+$4.13K	﹤0.01%	1180
2021 Q4	–	Sell	-1,387	Closed	-$128K	–	1407
2021 Q3	$128K	Sell	1,387 -104	-7%	-$9.32K	0.02%	396
2021 Q2	$129K	Buy	1,491 +102	+7%	+$8.88K	0.02%	393
2021 Q1	$113K	Hold	1,389	–	–	0.02%	393
2020 Q4	$89K	Hold	1,389	–	–	0.02%	401
2020 Q3	$67K	Hold	1,389	–	–	0.02%	412
2020 Q2	$64K	Buy	+1,389	New	+$62.6K	0.02%	384