Dakota Wealth Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,208	Closed	-$222K	–	694
2023 Q3	$222K	Sell	2,208 -735	-25%	-$73.8K	0.01%	567
2023 Q2	$305K	Hold	2,943	–	–	0.01%	475
2023 Q1	$274K	Hold	2,943	–	–	0.02%	482
2022 Q4	$314K	Buy	+2,943	New	+$314K	0.02%	435