Deseret Mutual Benefit Administrators’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	$52.1K	Buy	360 +168	+88%	+$26.6K	0.02%	405
2025 Q4	$30.8K	Hold	192	–	–	0.01%	400
2025 Q3	$33.1K	Hold	192	–	–	0.01%	378
2025 Q2	$29.4K	Hold	192	–	–	0.01%	385
2025 Q1	$26.7K	Hold	192	–	–	0.01%	398
2024 Q4	$29.8K	Hold	192	–	–	0.01%	381
2024 Q3	$23.5K	Hold	192	–	–	0.01%	410
2024 Q2	$23.7K	Hold	192	–	–	0.01%	407
2024 Q1	$24.7K	Hold	192	–	–	0.01%	408
2023 Q4	$21.4K	Sell	192 -51	-21%	-$5.25K	0.01%	415
2023 Q3	$24.4K	Sell	243 -15	-6%	-$1.59K	0.01%	414
2023 Q2	$26.8K	Hold	258	–	–	0.01%	416
2023 Q1	$24.1K	Hold	258	–	–	0.01%	417
2022 Q4	$27.6K	Sell	258 -212	-45%	-$23.8K	0.01%	393
2022 Q3	$46K	Sell	470 -112	-19%	-$11.3K	0.01%	399
2022 Q2	$52K	Hold	582	–	–	0.01%	419
2022 Q1	$64K	Sell	582 -130	-18%	-$13.8K	0.01%	423
2021 Q4	$71K	Hold	712	–	–	0.01%	435
2021 Q3	$66K	Sell	712 -265	-27%	-$23.7K	0.01%	428
2021 Q2	$85K	Buy	+977	New	+$85.1K	0.02%	411