Summit Trail Advisors’s Raymond James Financial RJF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Buy	+2,529	New	+$388K	0.01%	822
2018 Q2	–	Sell	-7,383	Closed	-$240K	–	634
2018 Q1	$240K	Buy	7,383 +1,714	+30%	+$55.7K	0.04%	329
2017 Q4	$355K	Buy	+5,669	New	+$355K	0.04%	284