Peak Planning Group’s Raymond James Financial RJF Stock Holding History

Peak Planning Group’s Portfolio RJF Stock Details RJF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$744K	Sell
2025 Q4	$992K	Sell
2025 Q3	$1.12M	Buy
2024 Q4	$1.44M	Buy
2024 Q2	$1.43M	Buy