Patriot Wealth 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
2017 Q2	–	Sell	-114,698	Closed	-$5.83M	–	80
2017 Q1	$5.83M	Buy	114,698 +3,827	+3%	+$195K	0.93%	42
2016 Q4	$5.12M	Sell	110,871 -1,266	-1%	-$56K	0.97%	43
2016 Q3	$4.35M	Sell	112,137 -3,326	-3%	-$123K	0.84%	49
2016 Q2	$3.79M	Buy	115,463 +2,205	+2%	+$75.4K	0.75%	53
2016 Q1	$3.6M	Buy	113,258 +1,532	+1%	+$47K	0.73%	52
2015 Q4	$4.32M	Buy	111,726 +178	+0.2%	+$6.63K	0.89%	42
2015 Q3	$3.69M	Buy	111,548 +3,068	+3%	+$114K	0.85%	49
2015 Q2	$4.31M	Buy	108,480 +1,173	+1%	+$45.6K	0.96%	45
2015 Q1	$4.06M	Buy	107,307 +3,916	+4%	+$146K	0.9%	47
2014 Q4	$3.95M	Buy	103,391 +1,791	+2%	+$65.7K	0.92%	46
2014 Q3	$3.63M	Buy	101,600 +2,502	+3%	+$87.6K	0.9%	49
2014 Q2	$3.35M	Buy	99,098 +438	+0.4%	+$14.6K	0.85%	49
2014 Q1	$3.68M	Buy	98,660 +1,760	+2%	+$61.5K	0.98%	41
2013 Q4	$3.37M	Sell	96,900 -522	-0.5%	-$16.2K	0.93%	44
2013 Q3	$2.71M	Buy	+97,422	New	+$2.81M	0.8%	48
2013 Q2	–	Hold	0	–	–	–	44