Cyndeo Wealth 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	$1.21M	Buy	8,389 +335	+4%	+$53.1K	0.06%	219
2025 Q4	$1.29M	Buy	8,054 +3,357	+71%	+$542K	0.07%	210
2025 Q3	$811K	Sell	4,697 -41	-0.9%	-$6.79K	0.05%	259
2025 Q2	$727K	Sell	4,738 -20	-0.4%	-$2.86K	0.04%	261
2025 Q1	$661K	Sell	4,758 -21	-0.4%	-$3.26K	0.04%	262
2024 Q4	$742K	Hold	4,779	–	–	0.05%	249
2024 Q3	$585K	Sell	4,779 -319	-6%	-$37.3K	0.04%	277
2024 Q2	$630K	Hold	5,098	–	–	0.05%	253
2024 Q1	$655K	Hold	5,098	–	–	0.05%	235
2023 Q4	$568K	Hold	5,098	–	–	0.05%	234
2023 Q3	$512K	Sell	5,098 -56	-1%	-$5.93K	0.05%	223
2023 Q2	$535K	Buy	5,154 +319	+7%	+$29.6K	0.06%	216
2023 Q1	$451K	Hold	4,835	–	–	0.05%	226
2022 Q4	$517K	Buy	+4,835	New	+$543K	0.06%	212