Waterloo Capital’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	$482K	Buy	3,330 +85	+3%	+$13.5K	0.03%	310
2025 Q4	$521K	Sell	3,245 -198	-6%	-$32K	0.04%	291
2025 Q3	$594K	Buy	3,443 +141	+4%	+$23.4K	0.04%	246
2025 Q2	$506K	Buy	3,302 +64	+2%	+$9.16K	0.04%	269
2025 Q1	$450K	Buy	3,238 +27	+0.8%	+$4.19K	0.04%	262
2024 Q4	$499K	Sell	3,211 -166	-5%	-$25.1K	0.05%	227
2024 Q3	$414K	Buy	3,377 +7	+0.2%	+$818	0.05%	268
2024 Q2	$417K	Sell	3,370 -1,052	-24%	-$130K	0.05%	242
2024 Q1	$568K	Buy	4,422 +310	+8%	+$36.1K	0.07%	205
2023 Q4	$458K	Buy	4,112 +43	+1%	+$4.43K	0.07%	224
2023 Q3	$409K	Sell	4,069 -508	-11%	-$53.8K	0.12%	119
2023 Q2	$475K	Buy	4,577 +550	+14%	+$51.1K	0.14%	91
2023 Q1	$376K	Buy	+4,027	New	+$427K	0.12%	112
2020 Q1	$214K	Buy	+5,069	New	+$286K	0.15%	138