RBA Wealth Management’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	–	Sell	-1,253	Closed	-$201K	–	97
2025 Q4	$201K	Sell	1,253 -202	-14%	-$32.6K	0.07%	94
2025 Q3	$251K	Sell	1,455 -68	-4%	-$11.3K	0.09%	86
2025 Q2	$234K	Sell	1,523 -44	-3%	-$6.3K	0.09%	91
2025 Q1	$218K	Hold	1,567	–	–	0.09%	91
2024 Q4	$243K	Buy	+1,567	New	+$237K	0.09%	81
2024 Q3	–	Sell	-1,788	Closed	-$221K	–	94
2024 Q2	$221K	Sell	1,788 -17	-0.9%	-$2.1K	0.09%	85
2024 Q1	$232K	Sell	1,805 -310	-15%	-$36.1K	0.09%	86
2023 Q4	$236K	Sell	2,115 -154	-7%	-$15.9K	0.1%	82
2023 Q3	$228K	Sell	2,269 -215	-9%	-$22.8K	0.11%	81
2023 Q2	$258K	Sell	2,484 -15	-0.6%	-$1.39K	0.12%	80
2023 Q1	$233K	Sell	2,499 -11	-0.4%	-$1.17K	0.12%	85
2022 Q4	$268K	Sell	2,510 -505	-17%	-$56.7K	0.14%	77
2022 Q3	$298K	Sell	3,015 -390	-11%	-$39.5K	0.17%	71
2022 Q2	$304K	Sell	3,405 -543	-14%	-$53.2K	0.17%	75
2022 Q1	$434K	Sell	3,948 -1,936	-33%	-$205K	0.21%	69
2021 Q4	$591K	Buy	+5,884	New	+$582K	0.28%	69
2021 Q1	–	Sell	-8,778	Closed	-$560K	–	251
2020 Q4	$560K	Sell	8,778 -1,767	-17%	-$101K	0.34%	73
2020 Q3	$512K	Sell	10,545 -5,564	-35%	-$269K	0.35%	73
2020 Q2	$739K	Sell	16,109 -11,869	-42%	-$535K	0.54%	62
2020 Q1	$1.18M	Sell	27,978 -4,611	-14%	-$260K	1.02%	39
2019 Q4	$1.94M	Sell	32,589 -3,308	-9%	-$191K	1.32%	37
2019 Q3	$1.97M	Sell	35,897 -8,847	-20%	-$481K	1.51%	35
2019 Q2	$2.52M	Sell	44,744 -1,881	-4%	-$107K	1.95%	26
2019 Q1	$2.66M	Buy	+46,625	New	+$2.5M	2.07%	19