Prestige Wealth Management Group’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17K	Hold	111	–	–	﹤0.01%	368
2025 Q1	$15.4K	Hold	111	–	–	﹤0.01%	378
2024 Q4	$17.2K	Hold	111	–	–	﹤0.01%	377
2024 Q3	$13.6K	Hold	111	–	–	﹤0.01%	403
2024 Q2	$13.7K	Hold	111	–	–	﹤0.01%	361
2024 Q1	$14.3K	Hold	111	–	–	﹤0.01%	389
2023 Q4	$12.4K	Hold	111	–	–	﹤0.01%	408
2023 Q3	$11.2K	Hold	111	–	–	﹤0.01%	414
2023 Q2	$11.6K	Hold	111	–	–	﹤0.01%	437
2023 Q1	$10.4K	Hold	111	–	–	﹤0.01%	429
2022 Q4	$11.9K	Hold	111	–	–	﹤0.01%	428
2022 Q3	$11K	Hold	111	–	–	﹤0.01%	407
2022 Q2	$10K	Hold	111	–	–	﹤0.01%	440
2022 Q1	$12K	Hold	111	–	–	﹤0.01%	431
2021 Q4	$11K	Hold	111	–	–	﹤0.01%	472
2021 Q3	$10K	Hold	111	–	–	﹤0.01%	489
2021 Q2	$10K	Hold	111	–	–	﹤0.01%	484
2021 Q1	$9K	Hold	111	–	–	﹤0.01%	498
2020 Q4	$7K	Buy	111 +6	+6%	+$378	﹤0.01%	514
2020 Q3	$5K	Hold	105	–	–	﹤0.01%	544
2020 Q2	$5K	Hold	105	–	–	﹤0.01%	528
2020 Q1	$4K	Buy	+105	New	+$4K	﹤0.01%	542
2019 Q1	–	Sell	-144	Closed	-$7K	–	991
2018 Q4	$7K	Buy	+144	New	+$7K	0.01%	518