Coldstream Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $738K | Buy |
|
|||||
|
2025
Q2 | $633K | Sell |
|
|||||
|
2025
Q1 | $575K | Buy |
|
|||||
|
2024
Q4 | $622K | Sell |
|
|||||
|
2024
Q3 | $528K | Buy |
|
|||||
|
2024
Q2 | $515K | Buy |
|
|||||
|
2024
Q1 | $504K | Buy |
|
|||||
|
2023
Q4 | $386K | Buy |
|
|||||
|
2023
Q3 | $210K | Buy |
|
|||||
|
2023
Q2 | $216K | Sell |
|
|||||
|
2023
Q1 | $204K | Sell |
|
|||||
|
2022
Q4 | $263K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $853K | Sell |
|
|||||
|
2018
Q3 | $1.07M | Buy |
|
|||||
|
2018
Q2 | $926K | Buy |
|
|||||
|
2018
Q1 | $911K | Buy |
|
|||||
|
2017
Q4 | $894K | Buy |
|
|||||
|
2017
Q3 | $811K | Sell |
|
|||||
|
2017
Q2 | $774K | Buy |
|
|||||
|
2017
Q1 | $712K | Buy |
|
|||||
|
2016
Q4 | $613K | Buy |
|