Principal Street Partners’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	$680K	Buy	4,698 +288	+7%	+$45.7K	0.11%	116
2025 Q4	$708K	Sell	4,410 -58	-1%	-$9.37K	0.12%	106
2025 Q3	$771K	Sell	4,468 -203	-4%	-$33.6K	0.12%	101
2025 Q2	$716K	Sell	4,671 -182	-4%	-$26.1K	0.07%	155
2025 Q1	$674K	Buy	4,853 +34	+0.7%	+$5.28K	0.13%	104
2024 Q4	$749K	Sell	4,819 -453	-9%	-$68.4K	0.15%	96
2024 Q3	$646K	Hold	5,272	–	–	0.11%	117
2024 Q2	$652K	Sell	5,272 -147	-3%	-$18.1K	0.12%	106
2024 Q1	$695K	Buy	5,419 +672	+14%	+$78.3K	0.13%	105
2023 Q4	$529K	Sell	4,747 -81	-2%	-$8.34K	0.13%	111
2023 Q3	$485K	Buy	4,828 +53	+1%	+$5.61K	0.1%	153
2023 Q2	$496K	Buy	4,775 +578	+14%	+$53.7K	0.12%	122
2023 Q1	$392K	Sell	4,197 -1,867	-31%	-$198K	0.1%	145
2022 Q4	$648K	Sell	6,064 -652	-10%	-$73.2K	0.16%	93
2022 Q3	$664K	Buy	6,716 +236	+4%	+$23.9K	0.18%	100
2022 Q2	$579K	Sell	6,480 -803	-11%	-$78.7K	0.15%	111
2022 Q1	$801K	Buy	7,283 +436	+6%	+$46.2K	0.18%	93
2021 Q4	$687K	Sell	6,847 -1,677	-20%	-$166K	0.17%	114
2021 Q3	$787K	Sell	8,524 -845	-9%	-$75.7K	0.21%	80
2021 Q2	$811K	Sell	9,369 -10,350	-52%	-$901K	0.21%	93
2021 Q1	$1.61M	Buy	19,719 +10,999	+126%	+$820K	0.21%	90
2020 Q4	$556K	Sell	8,720 -567	-6%	-$32.5K	0.17%	103
2020 Q3	$450K	Hold	9,287	–	–	0.16%	97
2020 Q2	$426K	Hold	9,287	–	–	0.16%	88
2020 Q1	$391K	Buy	9,287 +470	+5%	+$26.5K	0.16%	95
2019 Q4	$526K	Sell	8,817 -216	-2%	-$12.5K	0.12%	134
2019 Q3	$497K	Hold	9,033	–	–	0.12%	112
2019 Q2	$511K	Buy	+9,033	New	+$515K	0.28%	95