GeoWealth 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	$73.6K	Sell	480 -34	-7%	-$5.22K	﹤0.01%	880
2025 Q1	$71.4K	Sell	514 -315	-38%	-$43.8K	﹤0.01%	848
2024 Q4	$129K	Buy	829 +155	+23%	+$24.1K	﹤0.01%	899
2024 Q3	$82.5K	Buy	+674	New	+$82.5K	﹤0.01%	941