Tranquility Partners’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	$702K	Hold	4,847	–	–	0.26%	94
2025 Q4	$778K	Sell	4,847 -180	-4%	-$29.1K	0.28%	87
2025 Q3	$868K	Buy	5,027 +83	+2%	+$13.8K	0.29%	87
2025 Q2	$758K	Sell	4,944 -23	-0.5%	-$3.29K	0.27%	100
2025 Q1	$690K	Sell	4,967 -42	-0.8%	-$6.52K	0.27%	103
2024 Q4	$778K	Sell	5,009 -225	-4%	-$34K	0.29%	92
2024 Q3	$641K	Sell	5,234 -739	-12%	-$86.3K	0.23%	108
2024 Q2	$738K	Buy	5,973 +783	+15%	+$96.6K	0.28%	97
2024 Q1	$667K	Hold	5,190	–	–	0.26%	107
2023 Q4	$579K	Sell	5,190 -1,697	-25%	-$175K	0.24%	108
2023 Q3	$692K	Buy	6,887 +1,573	+30%	+$166K	0.3%	88
2023 Q2	$551K	Hold	5,314	–	–	0.24%	108
2023 Q1	$496K	Hold	5,314	–	–	0.24%	113
2022 Q4	$568K	Sell	5,314 -228	-4%	-$25.6K	0.29%	95
2022 Q3	$548K	Hold	5,542	–	–	0.3%	88
2022 Q2	$496K	Hold	5,542	–	–	0.26%	109
2022 Q1	$609K	Hold	5,542	–	–	0.29%	99
2021 Q4	$556K	Sell	5,542 -225	-4%	-$22.2K	0.26%	102
2021 Q3	$532K	Sell	5,767 -4	-0.1%	-$358	0.27%	101
2021 Q2	$500K	Sell	5,771 -2,316	-29%	-$202K	0.28%	99
2021 Q1	$661K	Sell	8,087 -1,158	-13%	-$86.3K	0.41%	78
2020 Q4	$590K	Sell	9,245 -153	-2%	-$8.76K	0.42%	81
2020 Q3	$456K	Sell	9,398 -21	-0.2%	-$1.02K	0.39%	84
2020 Q2	$432K	Buy	9,419 +2,576	+38%	+$116K	0.41%	76
2020 Q1	$288K	Hold	6,843	–	–	0.33%	90
2019 Q4	$408K	Sell	6,843 -5,019	-42%	-$290K	0.37%	90
2019 Q3	$652K	Buy	11,862 +1,722	+17%	+$93.5K	0.69%	44
2019 Q2	$572K	Buy	+10,140	New	+$578K	0.62%	50