Summit Securities 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	$4.2K	Sell	29 -233	-89%	-$37K	﹤0.01%	834
2025 Q4	$42.1K	Sell	262 -508	-66%	-$82K	0.01%	651
2025 Q3	$133K	Buy	770 +648	+531%	+$107K	0.04%	332
2025 Q2	$18.7K	Sell	122 -339	-74%	-$48.5K	0.01%	743
2025 Q1	$64K	Buy	461 +460	+46,000%	+$71.4K	0.04%	282
2024 Q4	$155	Hold	1	–	–	﹤0.01%	568
2024 Q3	$0	Buy	+1	New	+$117	﹤0.01%	849
2024 Q2	–	Sell	-2	Closed	–	–	796
2024 Q1	$0	Buy	+2	New	+$233	﹤0.01%	875
2023 Q3	–	Sell	-250	Closed	-$26K	–	973
2023 Q2	$26K	Sell	250 -132	-35%	-$12.3K	0.01%	566
2023 Q1	$36K	Buy	382 +187	+96%	+$19.8K	0.01%	500
2022 Q4	$21K	Buy	+195	New	+$21.9K	﹤0.01%	898
2022 Q3	–	Sell	-406	Closed	-$36K	–	1166
2022 Q2	$36K	Buy	406 +330	+434%	+$32.3K	0.01%	638
2022 Q1	$8K	Buy	+76	New	+$8.05K	﹤0.01%	886