Principle Wealth 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	$290K	Sell	2,000 -5	-0.2%	-$793	0.02%	321
2025 Q4	$322K	Hold	2,005	–	–	0.02%	300
2025 Q3	$346K	Hold	2,005	–	–	0.02%	285
2025 Q2	$308K	Buy	2,005 +5	+0.3%	+$716	0.02%	299
2025 Q1	$278K	Hold	2,000	–	–	0.02%	300
2024 Q4	$311K	Sell	2,000 -225	-10%	-$34K	0.02%	279
2024 Q3	$272K	Hold	2,225	–	–	0.02%	297
2024 Q2	$275K	Hold	2,225	–	–	0.02%	289
2024 Q1	$286K	Hold	2,225	–	–	0.02%	289
2023 Q4	$248K	Hold	2,225	–	–	0.02%	299
2023 Q3	$223K	Hold	2,225	–	–	0.02%	296
2023 Q2	$231K	Hold	2,225	–	–	0.02%	298
2023 Q1	$208K	Hold	2,225	–	–	0.02%	307
2022 Q4	$238K	Hold	2,225	–	–	0.03%	282
2022 Q3	$220	Buy	+2,225	New	+$225K	0.02%	275
2022 Q2	–	Sell	-2,225	Closed	-$245K	–	323
2022 Q1	$245K	Sell	2,225 -400	-15%	-$42.4K	0.03%	287
2021 Q4	$264K	Hold	2,625	–	–	0.03%	276
2021 Q3	$242K	Hold	2,625	–	–	0.03%	284
2021 Q2	$227K	Hold	2,625	–	–	0.03%	296
2021 Q1	$214K	Buy	+2,625	New	+$196K	0.03%	274
2020 Q3	–	Sell	-2,625	Closed	-$120K	–	369
2020 Q2	$120K	Buy	+2,625	New	+$118K	0.04%	190