Great Diamond Partners’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,433	Closed	-$1.63M	–	229
2023 Q1	$1.63M	Buy	17,433 +10,394	+148%	+$969K	0.47%	53
2022 Q4	$752K	Buy	7,039 +1,348	+24%	+$144K	0.23%	94
2022 Q3	$562K	Buy	5,691 +713	+14%	+$70.4K	0.19%	103
2022 Q2	$445K	Buy	+4,978	New	+$445K	0.15%	122