Dean Investment Associates’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	$4.06M	Buy	28,072 +4,311	+18%	+$684K	0.57%	85
2025 Q4	$3.82M	Buy	23,761 +442	+2%	+$71.4K	0.55%	83
2025 Q3	$4.02M	Buy	23,319 +1,425	+7%	+$236K	0.56%	75
2025 Q2	$3.36M	Buy	21,894 +1,056	+5%	+$151K	0.49%	95
2025 Q1	$2.89M	Sell	20,838 -5,805	-22%	-$901K	0.43%	112
2024 Q4	$4.14M	Buy	26,643 +1,155	+5%	+$174K	0.59%	52
2024 Q3	$3.12M	Sell	25,488 -4,162	-14%	-$486K	0.42%	107
2024 Q2	$3.67M	Buy	29,650 +5,196	+21%	+$641K	0.52%	73
2024 Q1	$3.14M	Buy	24,454 +187	+0.8%	+$21.8K	0.43%	95
2023 Q4	$2.71M	Buy	24,267 +1,340	+6%	+$138K	0.39%	105
2023 Q3	$2.3M	Buy	22,927 +5,205	+29%	+$551K	0.38%	101
2023 Q2	$1.84M	Sell	17,722 -488	-3%	-$45.3K	0.3%	122
2023 Q1	$1.7M	Sell	18,210 -373	-2%	-$39.5K	0.27%	129
2022 Q4	$1.99M	Sell	18,583 -505	-3%	-$56.7K	0.34%	108
2022 Q3	$1.89M	Sell	19,088 -367	-2%	-$37.2K	0.38%	100
2022 Q2	$1.74M	Sell	19,455 -52	-0.3%	-$5.1K	0.34%	112
2022 Q1	$2.14M	Sell	19,507 -255	-1%	-$27K	0.38%	101
2021 Q4	$1.98M	Sell	19,762 -1,327	-6%	-$131K	0.35%	109
2021 Q3	$1.95M	Sell	21,089 -600	-3%	-$53.7K	0.37%	108
2021 Q2	$1.88M	Sell	21,689 -208	-0.9%	-$18.1K	0.35%	118
2021 Q1	$1.79M	Sell	21,897 -392	-2%	-$29.2K	0.34%	127
2020 Q4	$1.42M	Buy	22,289 +1,491	+7%	+$85.3K	0.29%	144
2020 Q3	$1.01M	Buy	20,798 +4,488	+28%	+$217K	0.24%	166
2020 Q2	$748K	Buy	16,310 +77	+0.5%	+$3.47K	0.18%	181
2020 Q1	$684K	Buy	+16,233	New	+$916K	0.15%	184