PFG Private Wealth Management’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,519	Closed	-$153K	–	285
2023 Q3	$153K	Sell	1,519 -347	-19%	-$34.8K	0.11%	47
2023 Q2	$194K	Buy	1,866 +695	+59%	+$72.1K	0.11%	53
2023 Q1	$109K	Buy	+1,171	New	+$109K	0.07%	88