Pinnacle Wealth Planning 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	$201K	Buy	1,387 +16	+1%	+$2.54K	0.02%	480
2025 Q4	$220K	Sell	1,371 -6	-0.4%	-$969	0.02%	441
2025 Q3	$238K	Sell	1,377 -2	-0.1%	-$331	0.03%	394
2025 Q2	$211K	Sell	1,379 -125	-8%	-$17.9K	0.03%	409
2025 Q1	$209K	Buy	1,504 +53	+4%	+$8.23K	0.03%	354
2024 Q4	$225K	Sell	1,451 -660	-31%	-$99.7K	0.03%	334
2024 Q3	$259K	Sell	2,111 -1	-0%	-$117	0.04%	351
2024 Q2	$261K	Sell	2,112 -16	-0.8%	-$1.98K	0.04%	328
2024 Q1	$273K	Hold	2,128	–	–	0.04%	325
2023 Q4	$237K	Buy	2,128 +14	+0.7%	+$1.44K	0.04%	338
2023 Q3	$212K	Hold	2,114	–	–	0.04%	347
2023 Q2	$219K	Sell	2,114 -115	-5%	-$10.7K	0.04%	356
2023 Q1	$208K	Sell	2,229 -28	-1%	-$2.97K	0.03%	386
2022 Q4	$241K	Buy	2,257 +17	+0.8%	+$1.91K	0.04%	309
2022 Q3	$221K	Buy	+2,240	New	+$227K	0.04%	308
2021 Q1	–	Sell	-342	Closed	-$22K	–	1606
2020 Q4	$22K	Buy	+342	New	+$19.6K	0.01%	1124