Signature Wealth Management Group’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	$784K	Hold	5,415	–	–	0.3%	76
2025 Q4	$870K	Buy	5,415 +50	+0.9%	+$8.07K	0.35%	66
2025 Q3	$926K	Hold	5,365	–	–	0.36%	71
2025 Q2	$823K	Sell	5,365 -200	-4%	-$28.6K	0.32%	73
2025 Q1	$773K	Buy	5,565 +120	+2%	+$18.6K	0.3%	77
2024 Q4	$846K	Sell	5,445 -193	-3%	-$29.2K	0.34%	77
2024 Q3	$690K	Hold	5,638	–	–	0.28%	77
2024 Q2	$697K	Sell	5,638 -86	-2%	-$10.6K	0.31%	78
2024 Q1	$707K	Sell	5,724 -14	-0.2%	-$1.63K	0.32%	77
2023 Q4	$640K	Buy	+5,738	New	+$591K	0.3%	77
2023 Q2	$636K	Buy	6,124 +219	+4%	+$20.3K	0.3%	75
2023 Q1	$551K	Sell	5,905 -214	-3%	-$22.7K	0.26%	75
2022 Q4	$654K	Sell	6,119 -138	-2%	-$15.5K	0.32%	71
2022 Q3	$618K	Hold	6,257	–	–	0.31%	68
2022 Q2	$559K	Hold	6,257	–	–	0.27%	65
2022 Q1	$688K	Sell	6,257 -556	-8%	-$58.9K	0.31%	66
2021 Q4	$684K	Sell	6,813 -1,055	-13%	-$104K	0.34%	63
2021 Q3	$726K	Sell	7,868 -336	-4%	-$30.1K	0.4%	63
2021 Q2	$710K	Hold	8,204	–	–	0.4%	64
2021 Q1	$670K	Sell	8,204 -600	-7%	-$44.7K	0.39%	64
2020 Q4	$562K	Sell	8,804 -450	-5%	-$25.8K	0.35%	64
2020 Q3	$449K	Hold	9,254	–	–	0.32%	65
2020 Q2	$425K	Hold	9,254	–	–	0.32%	62
2020 Q1	$390K	Sell	9,254 -390	-4%	-$22K	0.34%	63
2019 Q4	$575K	Sell	9,644 -694	-7%	-$40.1K	0.36%	67
2019 Q3	$568K	Sell	10,338 -354	-3%	-$19.2K	0.38%	63
2019 Q2	$610K	Sell	10,692 -210	-2%	-$12K	0.41%	60
2019 Q1	$584K	Sell	10,902 -794	-7%	-$42.5K	0.41%	58
2018 Q4	$580K	Buy	11,696 +107	+0.9%	+$5.7K	0.45%	51
2018 Q3	$563K	Sell	11,589 -1,167	-9%	-$71.9K	0.42%	50
2018 Q2	$760K	Sell	12,756 -732	-5%	-$45.4K	0.56%	38
2018 Q1	$804K	Sell	13,488 -591	-4%	-$36.8K	0.62%	37
2017 Q4	$838K	Buy	+14,079	New	+$811K	0.61%	38