Integrated Investment Consultants’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
2025 Q4	–	Sell	-1,566	Closed	-$270K	–	326
2025 Q3	$270K	Sell	1,566 -435	-22%	-$72.1K	0.05%	265
2025 Q2	$307K	Buy	+2,001	New	+$287K	0.06%	231
2022 Q4	–	Sell	-5,124	Closed	-$506K	–	261
2022 Q3	$506K	Hold	5,124	–	–	0.2%	77
2022 Q2	$458K	Sell	5,124 -73	-1%	-$7.15K	0.17%	93
2022 Q1	$571K	Buy	5,197 +125	+2%	+$13.2K	0.16%	108
2021 Q4	$509K	Sell	5,072 -6	-0.1%	-$593	0.14%	132
2021 Q3	$469K	Buy	5,078 +51	+1%	+$4.57K	0.14%	129
2021 Q2	$435K	Sell	5,027 -6	-0.1%	-$522	0.13%	146
2021 Q1	$411K	Buy	5,033 +269	+6%	+$20K	0.14%	137
2020 Q4	$304K	Buy	4,764 +10	+0.2%	+$572	0.12%	166
2020 Q3	$231K	Buy	+4,754	New	+$230K	0.11%	172
2019 Q1	–	Sell	-4,500	Closed	-$224K	–	168
2018 Q4	$224K	Sell	4,500 -218	-5%	-$11.6K	0.12%	129
2018 Q3	$289K	Buy	4,718 +188	+4%	+$11.6K	0.14%	110
2018 Q2	$270K	Sell	4,530 -195	-4%	-$12.1K	0.14%	110
2018 Q1	$282K	Buy	+4,725	New	+$294K	0.11%	125
2017 Q3	$280K	Hold	4,985	–	–	0.12%	106
2017 Q2	$267K	Hold	4,985	–	–	0.12%	108
2017 Q1	$253K	Hold	4,985	–	–	0.12%	112
2016 Q4	$230K	Sell	4,985 -13	-0.3%	-$575	0.11%	121
2016 Q3	$191K	Sell	4,998 -51	-1%	-$1.88K	0.1%	141
2016 Q2	$166K	Sell	5,049 -5	-0.1%	-$171	0.09%	161
2016 Q1	$150K	Buy	+5,054	New	+$155K	0.09%	156