Samalin Investment Counsel’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	$340K	Sell	2,350 -49	-2%	-$7.77K	0.12%	228
2025 Q4	$385K	Sell	2,399 -124	-5%	-$20K	0.14%	206
2025 Q3	$436K	Sell	2,523 -121	-5%	-$20.1K	0.15%	192
2025 Q2	$406K	Sell	2,644 -140	-5%	-$20K	0.16%	204
2025 Q1	$387K	Sell	2,784 -144	-5%	-$22.4K	0.16%	197
2024 Q4	$455K	Buy	2,928 +2	+0.1%	+$302	0.2%	168
2024 Q3	$358K	Buy	2,926 +4	+0.1%	+$467	0.16%	200
2024 Q2	$361K	Buy	2,922 +658	+29%	+$81.2K	0.17%	199
2024 Q1	$291K	Sell	2,264 -381	-14%	-$44.4K	0.14%	220
2023 Q4	$295K	Buy	2,645 +59	+2%	+$6.07K	0.15%	212
2023 Q3	$260K	Sell	2,586 -55	-2%	-$5.82K	0.15%	193
2023 Q2	$274K	Buy	+2,641	New	+$245K	0.15%	198