Stephens Consulting’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
2025 Q4	$6.47M	Sell	40,278 -9,734	-19%	-$1.57M	2.09%	11
2025 Q3	$8.63M	Buy	50,012 +26,382	+112%	+$4.37M	2.98%	10
2025 Q2	$3.62M	Sell	23,630 -23,852	-50%	-$3.42M	0.86%	19
2025 Q1	$6.6M	Buy	47,482 +6,848	+17%	+$1.06M	1.66%	12
2024 Q4	$6.31M	Sell	40,634 -16	-0%	-$2.42K	1.58%	12
2024 Q3	$4.98M	Buy	40,650 +10	+0%	+$1.17K	1.28%	13
2024 Q2	$5.02M	Buy	40,640 +10	+0%	+$1.23K	1.43%	13
2024 Q1	$5.22M	Buy	40,630 +6	+0%	+$699	1.6%	12
2023 Q4	$4.53M	Buy	40,624 +26,556	+189%	+$2.73M	1.53%	13
2023 Q3	$1.41M	Buy	14,068 +10	+0.1%	+$1.06K	0.57%	24
2023 Q2	$1.46M	Buy	14,058 +11	+0.1%	+$1.02K	0.58%	26
2023 Q1	$1.31M	Buy	14,047 +13	+0.1%	+$1.38K	0.79%	26
2022 Q4	$1.5M	Buy	14,034 +13	+0.1%	+$1.46K	1%	23
2022 Q3	$1.39M	Buy	14,021 +16	+0.1%	+$1.62K	1.25%	16
2022 Q2	$1.25M	Buy	14,005 +17	+0.1%	+$1.67K	1.02%	18
2022 Q1	$1.54M	Buy	13,988 +15	+0.1%	+$1.59K	1.27%	16
2021 Q4	$1.4M	Buy	+13,973	New	+$1.38M	1.19%	19