Mark Sheptoff Financial Planning’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
2020 Q1	–	Sell	-252	Closed	-$15K	–	374
2019 Q4	$15K	Hold	252	–	–	0.01%	246
2019 Q3	$14K	Hold	252	–	–	0.01%	246
2019 Q2	$14K	Hold	252	–	–	0.01%	243
2019 Q1	$14K	Hold	252	–	–	0.01%	243
2018 Q4	$13K	Hold	252	–	–	0.01%	223
2018 Q3	$15K	Hold	252	–	–	0.01%	261
2018 Q2	$15K	Hold	252	–	–	0.01%	246
2018 Q1	$15K	Sell	252 -225	-47%	-$14K	0.01%	254
2017 Q4	$28K	Hold	477	–	–	0.02%	215
2017 Q3	$27K	Hold	477	–	–	0.02%	216
2017 Q2	$26K	Sell	477 -2	-0.4%	-$101	0.02%	212
2017 Q1	$24K	Buy	479 +2	+0.4%	+$102	0.02%	219
2016 Q4	$22K	Hold	477	–	–	0.02%	215
2016 Q3	$19K	Sell	477 -450	-49%	-$16.6K	0.01%	218
2016 Q2	$30K	Hold	927	–	–	0.02%	184
2016 Q1	$29K	Hold	927	–	–	0.02%	183
2015 Q4	$36K	Hold	927	–	–	0.03%	185
2015 Q3	$31K	Hold	927	–	–	0.03%	189
2015 Q2	$37K	Hold	927	–	–	0.03%	185
2015 Q1	$35K	Hold	927	–	–	0.03%	187
2014 Q4	$35K	Hold	927	–	–	0.03%	191
2014 Q3	$33K	Hold	927	–	–	0.03%	194
2014 Q2	$31K	Hold	927	–	–	0.03%	200
2014 Q1	$35K	Buy	+927	New	+$32.4K	0.03%	206