Sowell Financial Services’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	$410K	Sell	2,829 -414	-13%	-$65.7K	0.02%	711
2025 Q4	$521K	Sell	3,243 -4	-0.1%	-$646	0.02%	630
2025 Q3	$560K	Sell	3,247 -353	-10%	-$58.5K	0.02%	606
2025 Q2	$552K	Sell	3,600 -1,107	-24%	-$159K	0.02%	586
2025 Q1	$654K	Buy	+4,707	New	+$731K	0.03%	521
2021 Q2	–	Sell	-56	Closed	-$5K	–	2248
2021 Q1	$5K	Sell	56 -240	-81%	-$17.9K	﹤0.01%	2616
2020 Q4	$19K	Buy	296 +258	+679%	+$14.8K	﹤0.01%	1770
2020 Q3	$2K	Hold	38	–	–	﹤0.01%	2261
2020 Q2	$2K	Sell	38 -73	-66%	-$3.29K	﹤0.01%	2197
2020 Q1	$5K	Sell	111 -179	-62%	-$10.1K	﹤0.01%	1831
2019 Q4	$17K	Sell	290 -21	-7%	-$1.21K	﹤0.01%	1498
2019 Q3	$17K	Buy	+311	New	+$16.9K	﹤0.01%	1348
2018 Q2	–	Sell	-7,937	Closed	-$468K	–	308
2018 Q1	$468K	Sell	7,937 -4,792	-38%	-$298K	0.12%	160
2017 Q4	$810K	Buy	+12,729	New	+$733K	0.2%	114