MTM 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	$398K	Hold	2,752	–	–	0.13%	146
2025 Q4	$442K	Hold	2,752	–	–	0.14%	132
2025 Q3	$475K	Hold	2,752	–	–	0.15%	131
2025 Q2	$422K	Hold	2,752	–	–	0.14%	135
2025 Q1	$380K	Hold	2,752	–	–	0.15%	140
2024 Q4	$427K	Hold	2,752	–	–	0.16%	128
2024 Q3	$350K	Buy	2,752 +52	+2%	+$6.07K	0.14%	145
2024 Q2	$334K	Hold	2,700	–	–	0.14%	140
2024 Q1	$347K	Hold	2,700	–	–	0.14%	137
2023 Q4	$301K	Hold	2,700	–	–	0.14%	139
2023 Q3	$271K	Hold	2,700	–	–	0.14%	138
2023 Q2	$280K	Hold	2,700	–	–	0.14%	140
2023 Q1	$252K	Hold	2,700	–	–	0.13%	152
2022 Q4	$288K	Hold	2,700	–	–	0.15%	136
2022 Q3	$267K	Hold	2,700	–	–	0.15%	138
2022 Q2	$241K	Hold	2,700	–	–	0.13%	152
2022 Q1	$297K	Hold	2,700	–	–	0.14%	136
2021 Q4	$271K	Hold	2,700	–	–	0.13%	146
2021 Q3	$249K	Hold	2,700	–	–	0.14%	140
2021 Q2	$234K	Hold	2,700	–	–	0.12%	147
2021 Q1	$221K	Buy	+2,700	New	+$201K	0.12%	144