Phillips Wealth Planners’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	$366K	Buy	2,421 +8	+0.3%	+$1.27K	0.28%	122
2025 Q4	$410K	Buy	2,413 +15	+0.6%	+$2.42K	0.33%	98
2025 Q3	$402K	Sell	2,398 -292	-11%	-$48.4K	0.33%	100
2025 Q2	$424K	Buy	2,690 +9	+0.3%	+$1.29K	0.38%	85
2025 Q1	$363K	Buy	2,681 +9	+0.3%	+$1.4K	0.38%	86
2024 Q4	$412K	Hold	2,672	–	–	0.41%	75
2024 Q3	$364K	Buy	2,672 +19	+0.7%	+$2.22K	0.35%	101
2024 Q2	$318K	Hold	2,653	–	–	0.34%	106
2024 Q1	$323K	Buy	2,653 +9	+0.3%	+$1.05K	0.37%	99
2023 Q4	$290K	Buy	2,644 +11	+0.4%	+$1.13K	0.35%	101
2023 Q3	$255K	Buy	2,633 +22	+0.8%	+$2.33K	0.35%	115
2023 Q2	$271K	Hold	2,611	–	–	0.36%	104
2023 Q1	$234K	Buy	2,611 +11	+0.4%	+$1.17K	0.31%	123
2022 Q4	$295K	Buy	+2,600	New	+$292K	0.51%	70