Personal CFO Solutions’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	–	Sell	-1,315	Closed	-$211K	–	557
2025 Q4	$211K	Sell	1,315 -2	-0.2%	-$323	0.03%	490
2025 Q3	$227K	Sell	1,317 -9	-0.7%	-$1.49K	0.04%	450
2025 Q2	$203K	Buy	+1,326	New	+$190K	0.04%	466
2024 Q4	–	Sell	-2,493	Closed	-$305K	–	582
2024 Q3	$305K	Buy	2,493 +5	+0.2%	+$584	0.04%	419
2024 Q2	$307K	Sell	2,488 -418	-14%	-$51.6K	0.05%	373
2024 Q1	$373K	Buy	2,906 +277	+11%	+$32.3K	0.06%	335
2023 Q4	$293K	Buy	2,629 +600	+30%	+$61.8K	0.05%	380
2023 Q3	$204K	Buy	2,029 +39	+2%	+$4.13K	0.04%	431
2023 Q2	$206K	Buy	+1,990	New	+$185K	0.04%	437
2022 Q3	–	Sell	-2,829	Closed	-$253K	–	459
2022 Q2	$253K	Sell	2,829 -124	-4%	-$12.2K	0.06%	315
2022 Q1	$325K	Buy	+2,953	New	+$313K	0.06%	298