Harbor Investment Advisory’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 Q2	$26.1K	Sell	172 -36	-17%	-$5.46K	﹤0.01%	889
2026 Q1	$30.1K	Sell	208 -2	-1%	-$317	﹤0.01%	706
2025 Q4	$33.7K	Buy	210 +172	+453%	+$27.8K	﹤0.01%	727
2025 Q3	$6.56K	Sell	38 -2,279	-98%	-$378K	﹤0.01%	970
2025 Q2	$355K	Hold	2,317	–	–	0.03%	308
2025 Q1	$322K	Hold	2,317	–	–	0.03%	306
2024 Q4	$360K	Hold	2,317	–	–	0.03%	276
2024 Q3	$284K	Hold	2,317	–	–	0.03%	298
2024 Q2	$286K	Hold	2,317	–	–	0.03%	289
2024 Q1	$298K	Hold	2,317	–	–	0.03%	280
2023 Q4	$258K	Hold	2,317	–	–	0.03%	288
2023 Q3	$233K	Sell	2,317 -1,559	-40%	-$165K	0.03%	285
2023 Q2	$402K	Buy	3,876 +3	+0.1%	+$279	0.06%	246
2023 Q1	$361K	Sell	3,873 -158	-4%	-$16.7K	0.05%	262
2022 Q4	$431K	Hold	4,031	–	–	0.07%	219
2022 Q3	$398K	Hold	4,031	–	–	0.07%	225
2022 Q2	$360K	Sell	4,031 -427	-10%	-$41.8K	0.06%	241
2022 Q1	$490K	Hold	4,458	–	–	0.07%	223
2021 Q4	$448K	Hold	4,458	–	–	0.06%	239
2021 Q3	$411K	Sell	4,458 -2	-0%	-$179	0.06%	252
2021 Q2	$386K	Sell	4,460 -277	-6%	-$24.1K	0.05%	263
2021 Q1	$387K	Hold	4,737	–	–	0.06%	240
2020 Q4	$302K	Buy	4,737 +523	+12%	+$29.9K	0.05%	248
2020 Q3	$204K	Buy	4,214 +561	+15%	+$27.2K	0.04%	278
2020 Q2	$168K	Buy	3,653 +23	+0.6%	+$1.04K	0.04%	279
2020 Q1	$153K	Buy	3,630 +630	+21%	+$35.5K	0.04%	265
2019 Q4	$179K	Buy	+3,000	New	+$173K	0.04%	259