LMG Wealth Partners’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	$5.92M	Buy	40,886 +456	+1%	+$72.3K	1.08%	30
2025 Q4	$6.49M	Sell	40,430 -10	-0%	-$1.61K	1.21%	26
2025 Q3	$6.98M	Hold	40,440	–	–	1.3%	22
2025 Q2	$6.2M	Buy	40,440 +349	+0.9%	+$50K	1.27%	24
2025 Q1	$5.57M	Buy	40,091 +310	+0.8%	+$48.1K	1.24%	30
2024 Q4	$6.18M	Hold	39,781	–	–	1.35%	24
2024 Q3	$4.87M	Sell	39,781 -133	-0.3%	-$15.5K	1.12%	33
2024 Q2	$4.93M	Sell	39,914 -250	-0.6%	-$30.9K	1.23%	29
2024 Q1	$5.16M	Buy	40,164 +1,181	+3%	+$138K	1.3%	27
2023 Q4	$4.35M	Sell	38,983 -715	-2%	-$73.6K	1.21%	34
2023 Q3	$3.99M	Sell	39,698 -266	-0.7%	-$28.1K	1.21%	33
2023 Q2	$4.15M	Buy	39,964 +97	+0.2%	+$9.01K	1.27%	31
2023 Q1	$3.72M	Buy	39,867 +18,333	+85%	+$1.94M	1.2%	33
2022 Q4	$2.52M	Buy	+21,534	New	+$2.42M	0.83%	36