Visionary Wealth Advisors’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	$467K	Sell	3,227 -80	-2%	-$12.7K	0.02%	414
2025 Q4	$531K	Buy	3,307 +1	+0%	+$161	0.02%	375
2025 Q3	$571K	Sell	3,306 -99	-3%	-$16.4K	0.03%	361
2025 Q2	$522K	Buy	3,405 +1	+0%	+$143	0.03%	351
2025 Q1	$473K	Sell	3,404 -49	-1%	-$7.61K	0.03%	358
2024 Q4	$536K	Buy	3,453 +1	+0%	+$151	0.03%	341
2024 Q3	$423K	Sell	3,452 -56	-2%	-$6.54K	0.03%	372
2024 Q2	$434K	Sell	3,508 -149	-4%	-$18.4K	0.03%	353
2024 Q1	$470K	Buy	3,657 +1	+0%	+$117	0.03%	331
2023 Q4	$408K	Sell	3,656 -124	-3%	-$12.8K	0.03%	347
2023 Q3	$380K	Buy	3,780 +1	+0%	+$106	0.03%	333
2023 Q2	$392K	Sell	3,779 -76	-2%	-$7.06K	0.03%	324
2023 Q1	$360K	Buy	3,855 +1	+0%	+$106	0.03%	326
2022 Q4	$412K	Sell	3,854 -100	-3%	-$11.2K	0.04%	264
2022 Q3	$391K	Sell	3,954 -366	-8%	-$37.1K	0.04%	255
2022 Q2	$386K	Sell	4,320 -213	-5%	-$20.9K	0.03%	277
2022 Q1	$498K	Buy	4,533 +47	+1%	+$4.98K	0.04%	251
2021 Q4	$450K	Buy	4,486 +9	+0.2%	+$890	0.04%	245
2021 Q3	$413K	Buy	4,477 +71	+2%	+$6.36K	0.04%	211
2021 Q2	$381K	Buy	4,406 +11	+0.3%	+$958	0.04%	236
2021 Q1	$359K	Sell	4,395 -143	-3%	-$10.7K	0.04%	226
2020 Q4	$289K	Sell	4,538 -591	-12%	-$33.8K	0.03%	239
2020 Q3	$249K	Buy	5,129 +27	+0.5%	+$1.31K	0.04%	216
2020 Q2	$234K	Buy	5,102 +27	+0.5%	+$1.22K	0.04%	204
2020 Q1	$214K	Buy	5,075 +20	+0.4%	+$1.13K	0.04%	183
2019 Q4	$301K	Buy	+5,055	New	+$292K	0.05%	165