West Michigan 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	$1.03M	Hold	7,140	–	–	0.23%	107
2025 Q4	$1.15M	Hold	7,140	–	–	0.26%	95
2025 Q3	$1.23M	Sell	7,140 -150	-2%	-$24.9K	0.3%	88
2025 Q2	$1.12M	Hold	7,290	–	–	0.32%	62
2025 Q1	$1.01M	Sell	7,290 -951	-12%	-$148K	0.34%	59
2024 Q4	$1.28M	Sell	8,241 -379	-4%	-$57.2K	0.39%	53
2024 Q3	$1.06M	Sell	8,620 -105	-1%	-$12.3K	0.32%	63
2024 Q2	$1.08M	Buy	8,725 +4	+0%	+$494	0.34%	52
2024 Q1	$1.12M	Sell	8,721 -254	-3%	-$29.6K	0.36%	52
2023 Q4	$1M	Sell	8,975 -375	-4%	-$38.6K	0.38%	51
2023 Q3	$939K	Sell	9,350 -200	-2%	-$21.2K	0.5%	50
2023 Q2	$991K	Buy	9,550 +757	+9%	+$70.3K	0.4%	71
2023 Q1	$820K	Buy	8,793 +291	+3%	+$30.8K	0.47%	51
2022 Q4	$908K	Sell	8,502 -620	-7%	-$69.6K	0.66%	36
2022 Q3	$902K	Sell	9,122 -199	-2%	-$20.2K	0.79%	34
2022 Q2	$833K	Buy	9,321 +54	+0.6%	+$5.29K	0.72%	38
2022 Q1	$1.02M	Buy	9,267 +1,958	+27%	+$207K	0.69%	33
2021 Q4	$734K	Buy	+7,309	New	+$722K	0.55%	40