Dynasty 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
2025 Q2	$272K	Sell	1,771 -246	-12%	-$37.7K	﹤0.01%	212
2025 Q1	$280K	Buy	2,017 +94	+5%	+$13.1K	﹤0.01%	228
2024 Q4	$299K	Buy	1,923 +158	+9%	+$24.5K	0.01%	226
2024 Q3	$216K	Buy	1,765 +8	+0.5%	+$980	0.01%	220
2024 Q2	$217K	Buy	+1,757	New	+$217K	0.01%	233