Moseley Investment 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 Q1	$206K	Hold	1,425	–	–	0.07%	159
2025 Q4	$229K	Hold	1,425	–	–	0.07%	150
2025 Q3	$246K	Hold	1,425	–	–	0.07%	150
2025 Q2	$219K	Buy	+1,425	New	+$204K	0.08%	152
2025 Q1	–	Sell	-1,425	Closed	-$221K	–	156
2024 Q4	$221K	Buy	+1,425	New	+$215K	0.09%	139
2024 Q3	–	Sell	-1,645	Closed	-$203K	–	157
2024 Q2	$203K	Hold	1,645	–	–	0.09%	142
2024 Q1	$211K	Sell	1,645 -887	-35%	-$103K	0.1%	140
2023 Q4	$282K	Sell	2,532 -93	-4%	-$9.57K	0.16%	117
2023 Q3	$264K	Sell	2,625 -116	-4%	-$12.3K	0.16%	121
2023 Q2	$284K	Hold	2,741	–	–	0.17%	113
2023 Q1	$256K	Sell	2,741 -30	-1%	-$3.18K	0.17%	120
2022 Q4	$296K	Sell	2,771 -200	-7%	-$22.4K	0.21%	107
2022 Q3	$294K	Hold	2,971	–	–	0.22%	106
2022 Q2	$266K	Hold	2,971	–	–	0.19%	122
2022 Q1	$327K	Hold	2,971	–	–	0.18%	126
2021 Q4	$298K	Hold	2,971	–	–	0.14%	146
2021 Q3	$281K	Sell	2,971 -605	-17%	-$54.2K	0.14%	143
2021 Q2	$310K	Sell	3,576 -138	-4%	-$12K	0.15%	134
2021 Q1	$303K	Hold	3,714	–	–	0.17%	121
2020 Q4	$237K	Buy	+3,714	New	+$213K	0.14%	137
2020 Q1	–	Sell	-3,714	Closed	-$222K	–	126
2019 Q4	$222K	Hold	3,714	–	–	0.22%	113
2019 Q3	$204K	Hold	3,714	–	–	0.21%	110
2019 Q2	$209K	Buy	+3,714	New	+$212K	0.19%	121