Financial Gravity Asset Management’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
2025 Q4	–	Sell	-29	Closed	-$5.03K	–	903
2025 Q3	$5.03K	Buy	+29	New	+$4.8K	﹤0.01%	678
2024 Q2	–	Sell	-23	Closed	-$2.9K	–	2298
2024 Q1	$2.9K	Buy	23 +17	+283%	+$1.98K	﹤0.01%	996
2023 Q4	$796	Buy	6 +3	+100%	+$309	﹤0.01%	1072
2023 Q3	$368	Sell	3 -101	-97%	-$10.7K	﹤0.01%	845
2023 Q2	$4.44K	Buy	+104	New	+$9.66K	0.01%	502
2023 Q1	–	Sell	-107	Closed	-$3.69K	–	1555
2022 Q4	$3.69K	Buy	+107	New	+$12K	0.02%	448
2020 Q1	–	Sell	-3	Closed	–	–	1326
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1668
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1524
2019 Q2	$0	Sell	3 -23	-88%	-$1.31K	﹤0.01%	1600
2019 Q1	$1K	Buy	+26	New	+$1.39K	﹤0.01%	1168
2018 Q3	$228K	Buy	4,704 +241	+5%	+$14.8K	0.24%	94
2018 Q2	$268K	Buy	4,463 +1,164	+35%	+$72.2K	0.25%	76
2018 Q1	$194K	Buy	+3,299	New	+$205K	0.2%	97