Waverly 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	$7.56M	Sell	52,198 -90	-0.2%	-$14.3K	0.06%	315
2025 Q4	$8.4M	Buy	52,288 +8,700	+20%	+$1.4M	0.07%	277
2025 Q3	$7.52M	Buy	43,588 +916	+2%	+$152K	0.08%	249
2025 Q2	$6.54M	Buy	42,672 +354	+0.8%	+$50.7K	0.07%	256
2025 Q1	$5.88M	Buy	42,318 +26,632	+170%	+$4.13M	0.07%	260
2024 Q4	$2.44M	Buy	+15,686	New	+$2.37M	0.04%	344
2024 Q3	–	Sell	-2,076	Closed	-$257K	–	827
2024 Q2	$257K	Buy	2,076 +77	+4%	+$9.5K	0.01%	705
2024 Q1	$257K	Sell	1,999 -5	-0.2%	-$583	0.01%	606
2023 Q4	$223K	Buy	+2,004	New	+$206K	0.01%	401
2014 Q1	–	Sell	-206	Closed	-$7K	–	810
2013 Q4	$7K	Buy	+206	New	+$6.38K	﹤0.01%	623