CVA Family Office’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	$97K	Buy	670 +104	+18%	+$16.5K	0.01%	464
2025 Q4	$90.9K	Sell	566 -4	-0.7%	-$646	0.01%	434
2025 Q3	$98.4K	Hold	570	–	–	0.01%	420
2025 Q2	$87.4K	Buy	570 +90	+19%	+$12.9K	0.01%	427
2025 Q1	$66.7K	Sell	480 -10	-2%	-$1.55K	0.01%	466
2024 Q4	$76.1K	Buy	490 +34	+7%	+$5.13K	0.01%	442
2024 Q3	$55.8K	Hold	456	–	–	0.01%	489
2024 Q2	$56.4K	Hold	456	–	–	0.01%	469
2024 Q1	$58.6K	Buy	456 +4	+0.9%	+$466	0.01%	463
2023 Q4	$50.4K	Buy	+452	New	+$46.5K	0.01%	472
2023 Q3	–	Sell	-397	Closed	-$41.2K	–	789
2023 Q2	$41.2K	Sell	397 -55	-12%	-$5.11K	0.01%	494
2023 Q1	$42.2K	Sell	452 -155	-26%	-$16.4K	0.01%	472
2022 Q4	$64.9K	Buy	607 +35	+6%	+$3.93K	0.02%	360
2022 Q3	$57K	Buy	572 +155	+37%	+$15.7K	0.02%	336
2022 Q2	$37K	Sell	417 -40	-9%	-$3.92K	0.01%	428
2022 Q1	$50K	Buy	457 +90	+25%	+$9.54K	0.01%	400
2021 Q4	$37K	Buy	+367	New	+$36.3K	0.01%	416
2021 Q3	–	Sell	-90	Closed	-$8K	–	775
2021 Q2	$8K	Hold	90	–	–	﹤0.01%	703
2021 Q1	$7K	Buy	+90	New	+$6.71K	﹤0.01%	577