Cumberland 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	$3.74M	Sell	25,800 -3,300	-11%	-$523K	0.28%	62
2025 Q4	$4.67M	Buy	29,100 +10,500	+56%	+$1.7M	0.29%	72
2025 Q3	$3.21M	Buy	18,600 +9,500	+104%	+$1.57M	0.21%	83
2025 Q2	$1.4M	Buy	9,100 +1,400	+18%	+$200K	0.1%	118
2025 Q1	$1.07M	Sell	7,700 -1,000	-11%	-$155K	0.08%	129
2024 Q4	$1.35M	Sell	8,700 -400	-4%	-$60.4K	0.09%	121
2024 Q3	$1.11M	Buy	9,100 +1,800	+25%	+$210K	0.08%	138
2024 Q2	$902K	Buy	7,300 +1,700	+30%	+$210K	0.07%	137
2024 Q1	$719K	Sell	5,600 -800	-13%	-$93.2K	0.05%	147
2023 Q4	$714K	Buy	+6,400	New	+$659K	0.07%	137
2023 Q1	–	Sell	-10,100	Closed	-$1.08M	–	185
2022 Q4	$1.08M	Sell	10,100 -850	-8%	-$95.4K	0.11%	102
2022 Q3	$1.08M	Sell	10,950 -350	-3%	-$35.4K	0.11%	96
2022 Q2	$1.01M	Buy	11,300 +450	+4%	+$44.1K	0.1%	104
2022 Q1	$1.19M	Buy	10,850 +1,000	+10%	+$106K	0.09%	110
2021 Q4	$989K	Buy	9,850 +2,800	+40%	+$277K	0.07%	131
2021 Q3	$651K	Buy	+7,050	New	+$632K	0.05%	141