Joel Adams & Associates’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	-2,432	Closed	-$338K	–	63
2025 Q1	$338K	Buy	2,432 +1	+0%	+$139	0.3%	40
2024 Q4	$378K	Buy	+2,431	New	+$378K	0.34%	39