SOA Wealth Advisors’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	$464	Hold	3	–	–	﹤0.01%	780
2025 Q4	$513	Hold	3	–	–	﹤0.01%	780
2025 Q3	$550	Hold	3	–	–	﹤0.01%	797
2025 Q2	$487	Sell	3 -31	-91%	-$4.44K	﹤0.01%	785
2025 Q1	$4.75K	Hold	34	–	–	﹤0.01%	638
2024 Q4	$5.3K	Hold	34	–	–	﹤0.01%	614
2024 Q3	$4.18K	Hold	34	–	–	﹤0.01%	615
2024 Q2	$4.22K	Sell	34 -7	-17%	-$864	﹤0.01%	617
2024 Q1	$5.28K	Hold	41	–	–	﹤0.01%	608
2023 Q4	$4.58K	Hold	41	–	–	﹤0.01%	608
2023 Q3	$4.13K	Hold	41	–	–	﹤0.01%	643
2023 Q2	$4.26K	Hold	41	–	–	﹤0.01%	641
2023 Q1	$3.83K	Sell	41 -15	-27%	-$1.59K	﹤0.01%	656
2022 Q4	$5.99K	Sell	56 -9	-14%	-$1.01K	﹤0.01%	595
2022 Q3	$6K	Sell	65 -12	-16%	-$1.22K	﹤0.01%	585
2022 Q2	$6K	Sell	77 -468	-86%	-$45.9K	﹤0.01%	571
2022 Q1	$59K	Hold	545	–	–	0.01%	286
2021 Q4	$55K	Hold	545	–	–	0.01%	288
2021 Q3	$50K	Sell	545 -6	-1%	-$537	0.01%	305
2021 Q2	$47K	Buy	551 +362	+192%	+$31.5K	0.01%	315
2021 Q1	$15K	Buy	189 +4	+2%	+$298	﹤0.01%	448
2020 Q4	$13K	Buy	+185	New	+$10.6K	﹤0.01%	472