Impact Partnership Wealth’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	–	Sell	-3,719	Closed	-$517K	–	342
2025 Q1	$517K	Buy	+3,719	New	+$517K	0.11%	104
2023 Q3	–	Sell	-1	Closed	-$104	–	1164
2023 Q2	$104	Buy	+1	New	+$104	﹤0.01%	899