Morningstar Investment Management’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	$293K	Buy	+1,912	New	+$293K	0.03%	167
2025 Q1	–	Sell	-1,859	Closed	-$289K	–	190
2024 Q4	$289K	Hold	1,859	–	–	0.02%	166
2024 Q3	$242K	Buy	+1,859	New	+$242K	0.02%	186