True Wealth Design’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	$1.38K	Buy	9 +4	+80%	+$614	﹤0.01%	1335
2025 Q1	$695	Sell	5 -12	-71%	-$1.67K	﹤0.01%	1420
2024 Q4	$2.64K	Buy	+17	New	+$2.64K	﹤0.01%	671