CreativeOne Wealth’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	–	Sell	-1,498	Closed	-$208K	–	1174
2025 Q1	$208K	Buy	+1,498	New	+$208K	0.01%	990
2021 Q3	–	Sell	-4,736	Closed	-$410K	–	728
2021 Q2	$410K	Buy	+4,736	New	+$410K	0.03%	442