Great Lakes Retirement’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	$394K	Sell	2,724 -238	-8%	-$37.7K	0.04%	189
2025 Q4	$476K	Buy	2,962 +157	+6%	+$25.4K	0.05%	179
2025 Q3	$484K	Sell	2,805 -25	-0.9%	-$4.14K	0.05%	172
2025 Q2	$434K	Sell	2,830 -224	-7%	-$32.1K	0.05%	177
2025 Q1	$424K	Buy	3,054 +129	+4%	+$20K	0.06%	177
2024 Q4	$454K	Sell	2,925 -145	-5%	-$21.9K	0.06%	175
2024 Q3	$376K	Buy	3,070 +8	+0.3%	+$934	0.05%	178
2024 Q2	$378K	Sell	3,062 -177	-5%	-$21.8K	0.05%	174
2024 Q1	$416K	Sell	3,239 -31	-0.9%	-$3.61K	0.06%	175
2023 Q4	$365K	Sell	3,270 -23	-0.7%	-$2.37K	0.06%	186
2023 Q3	$331K	Sell	3,293 -69	-2%	-$7.3K	0.06%	191
2023 Q2	$349K	Buy	+3,362	New	+$312K	0.06%	190