Wealthcare Advisory 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 Q2	$662K	Sell	4,354 -536	-11%	-$81.4K	0.01%	630
2026 Q1	$708K	Sell	4,890 -125	-2%	-$19.8K	0.01%	601
2025 Q4	$805K	Buy	5,015 +368	+8%	+$59.4K	0.02%	570
2025 Q3	$802K	Buy	4,647 +1,514	+48%	+$251K	0.02%	561
2025 Q2	$481K	Sell	3,133 -650	-17%	-$93.1K	0.01%	652
2025 Q1	$526K	Buy	3,783 +1,352	+56%	+$210K	0.01%	586
2024 Q4	$378K	Buy	+2,431	New	+$367K	0.01%	645
2021 Q2	–	Sell	-200	Closed	-$16K	–	1580
2021 Q1	$16K	Buy	+200	New	+$14.9K	﹤0.01%	1300
2020 Q2	–	Sell	-150	Closed	-$6K	–	1130
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	1070
2019 Q4	$9K	Hold	150	–	–	﹤0.01%	982
2019 Q3	$8K	Hold	150	–	–	﹤0.01%	979
2019 Q2	$8K	Hold	150	–	–	﹤0.01%	965
2019 Q1	$8K	Hold	150	–	–	﹤0.01%	875
2018 Q4	$7K	Hold	150	–	–	﹤0.01%	868
2018 Q3	$9K	Hold	150	–	–	﹤0.01%	875
2018 Q2	$9K	Hold	150	–	–	﹤0.01%	870
2018 Q1	$9K	Hold	150	–	–	﹤0.01%	757
2017 Q4	$9K	Buy	+150	New	+$8.64K	﹤0.01%	702