Legacy Wealth Asset Management’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	$416K	Sell	2,735 -78	-3%	-$11.8K	0.09%	284
2026 Q1	$407K	Buy	2,813 +31	+1%	+$4.92K	0.1%	288
2025 Q4	$447K	Buy	2,782 +68	+3%	+$11K	0.11%	273
2025 Q3	$468K	Buy	2,714 +169	+7%	+$28K	0.11%	265
2025 Q2	$390K	Buy	2,545 +196	+8%	+$28.1K	0.1%	283
2025 Q1	$326K	Sell	2,349 -141	-6%	-$21.9K	0.09%	289
2024 Q4	$387K	Sell	2,490 -44	-2%	-$6.65K	0.11%	276
2024 Q3	$310K	Buy	2,534 +11	+0.4%	+$1.28K	0.08%	303
2024 Q2	$312K	Buy	2,523 +59	+2%	+$7.28K	0.09%	292
2024 Q1	$316K	Buy	2,464 +25	+1%	+$2.91K	0.09%	293
2023 Q4	$272K	Buy	2,439 +21	+0.9%	+$2.16K	0.09%	306
2023 Q3	$243K	Sell	2,418 -18	-0.7%	-$1.91K	0.09%	303
2023 Q2	$253K	Buy	+2,436	New	+$226K	0.09%	308
2023 Q1	–	Sell	-2,117	Closed	-$226K	–	340
2022 Q4	$226K	Sell	2,117 -1,042	-33%	-$117K	0.09%	312
2022 Q3	$312K	Buy	3,159 +2	+0.1%	+$203	0.14%	256
2022 Q2	$282K	Sell	3,157 -38	-1%	-$3.72K	0.11%	237
2022 Q1	$351K	Buy	3,195 +4	+0.1%	+$424	0.12%	231
2021 Q4	$320K	Sell	3,191 -103	-3%	-$10.2K	0.11%	256
2021 Q3	$304K	Sell	3,294 -95	-3%	-$8.51K	0.14%	234
2021 Q2	$293K	Sell	3,389 -132	-4%	-$11.5K	0.13%	248
2021 Q1	$288K	Sell	3,521 -4	-0.1%	-$298	0.13%	249
2020 Q4	$225K	Buy	+3,525	New	+$202K	0.11%	264