Klingman & Associates’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	$1.77M	Buy	12,243 +18	+0.1%	+$2.85K	0.08%	90
2025 Q4	$1.96M	Buy	12,225 +1	+0%	+$161	0.09%	86
2025 Q3	$2.11M	Sell	12,224 -15	-0.1%	-$2.49K	0.11%	78
2025 Q2	$1.88M	Buy	12,239 +36	+0.3%	+$5.16K	0.1%	82
2025 Q1	$1.7M	Buy	12,203 +1,713	+16%	+$266K	0.1%	80
2024 Q4	$1.63M	Buy	10,490 +23	+0.2%	+$3.47K	0.1%	81
2024 Q3	$1.28M	Buy	10,467 +31	+0.3%	+$3.62K	0.08%	99
2024 Q2	$1.29M	Buy	10,436 +27	+0.3%	+$3.33K	0.09%	84
2024 Q1	$1.34M	Buy	10,409 +1,343	+15%	+$156K	0.09%	83
2023 Q4	$1.01M	Buy	9,066 +11	+0.1%	+$1.13K	0.07%	92
2023 Q3	$909K	Buy	+9,055	New	+$958K	0.07%	95
2022 Q4	–	Sell	-2,745	Closed	-$271K	–	206
2022 Q3	$271K	Buy	+2,745	New	+$278K	0.03%	155