TFC Financial Management’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	$1.45K	Hold	10	–	–	﹤0.01%	575
2025 Q4	$1.61K	Hold	10	–	–	﹤0.01%	552
2025 Q3	$1.73K	Hold	10	–	–	﹤0.01%	567
2025 Q2	$1.53K	Buy	10 +1	+11%	+$143	﹤0.01%	534
2025 Q1	$1.25K	Hold	9	–	–	﹤0.01%	537
2024 Q4	$1.4K	Hold	9	–	–	﹤0.01%	541
2024 Q3	$1.1K	Sell	9 -1	-10%	-$117	﹤0.01%	578
2024 Q2	$1.24K	Hold	10	–	–	﹤0.01%	542
2024 Q1	$1.28K	Buy	10 +1	+11%	+$117	﹤0.01%	516
2023 Q4	$1K	Hold	9	–	–	﹤0.01%	511
2023 Q3	$904	Sell	9 -3	-25%	-$317	﹤0.01%	538
2023 Q2	$1.25K	Sell	12 -3	-20%	-$279	﹤0.01%	494
2023 Q1	$1.4K	Buy	15 +6	+67%	+$636	﹤0.01%	489
2022 Q4	$962	Hold	9	–	–	﹤0.01%	456
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	493
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	495
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	503
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	551
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	538
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	542
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	533
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	518
2020 Q3	$0	Buy	+9	New	+$436	﹤0.01%	559