Peterson Wealth Services’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	$8.96M	Buy	61,861 +931	+2%	+$148K	2.21%	13
2025 Q4	$9.78M	Buy	60,930 +27,313	+81%	+$4.41M	2.5%	11
2025 Q3	$10.5M	Sell	33,617 -27,716	-45%	-$4.59M	2.6%	11
2025 Q2	$9.41M	Buy	61,333 +735	+1%	+$105K	2.58%	11
2025 Q1	$8.42M	Sell	60,598 -5,143	-8%	-$798K	2.61%	9
2024 Q4	$10.2M	Sell	65,741 -231	-0.4%	-$34.9K	3.07%	9
2024 Q3	$8.08M	Buy	65,972 +2,024	+3%	+$236K	2.58%	9
2024 Q2	$7.9M	Buy	63,948 +664	+1%	+$82K	2.76%	9
2024 Q1	$8.13M	Buy	63,284 +2,963	+5%	+$345K	2.96%	8
2023 Q4	$6.73M	Sell	60,321 -4,543	-7%	-$468K	2.88%	9
2023 Q3	$6.51M	Buy	64,864 +1,725	+3%	+$183K	4.87%	4
2023 Q2	$6.55M	Buy	63,139 +19,920	+46%	+$1.85M	3.15%	6
2023 Q1	$4.03M	Buy	43,219 +881	+2%	+$93.3K	2.07%	15
2022 Q4	$4.52M	Buy	42,338 +440	+1%	+$49.4K	2.59%	9
2022 Q3	$4.14M	Buy	41,898 +499	+1%	+$50.5K	2.94%	6
2022 Q2	$3.7M	Buy	41,399 +1,207	+3%	+$118K	2.67%	8
2022 Q1	$4.42M	Buy	40,192 +23,210	+137%	+$2.46M	2.72%	9
2021 Q4	$1.71M	Buy	+16,982	New	+$1.68M	1.13%	38