Cresset Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $203K | Sell |
1,401
-767
| -35% | -$122K | ﹤0.01% | 1467 |
|
|
2025
Q4 | $348K | Sell |
2,168
-224
| -9% | -$36.2K | ﹤0.01% | 1225 |
|
|
2025
Q3 | $413K | Buy |
2,392
+345
| +17% | +$57.2K | ﹤0.01% | 1112 |
|
|
2025
Q2 | $314K | Buy |
+2,047
| New | +$293K | ﹤0.01% | 1119 |
|
|
2025
Q1 | – | Sell |
-2,642
| Closed | -$410K | – | 1839 |
|
|
2024
Q4 | $410K | Sell |
2,642
-12,743
| -83% | -$1.92M | ﹤0.01% | 1179 |
|
|
2024
Q3 | $1.88M | Buy |
15,385
+1,934
| +14% | +$226K | 0.01% | 844 |
|
|
2024
Q2 | $1.66M | Buy |
13,451
+1,195
| +10% | +$147K | 0.01% | 811 |
|
|
2024
Q1 | $1.58M | Buy |
12,256
+292
| +2% | +$34K | 0.01% | 761 |
|
|
2023
Q4 | $1.34M | Buy |
11,964
+1,949
| +19% | +$201K | 0.01% | 766 |
|
|
2023
Q3 | $1.01M | Buy |
10,015
+1,631
| +19% | +$173K | 0.01% | 850 |
|
|
2023
Q2 | $873K | Buy |
+8,384
| New | +$778K | 0.01% | 1006 |
|
|
2022
Q4 | – | Sell |
-2,430
| Closed | -$241K | – | 860 |
|
|
2022
Q3 | $241K | Buy |
+2,430
| New | +$246K | ﹤0.01% | 743 |
|
|
2022
Q2 | – | Sell |
-2,679
| Closed | -$294K | – | 1063 |
|
|
2022
Q1 | $294K | Sell |
2,679
-682
| -20% | -$72.3K | ﹤0.01% | 786 |
|
|
2021
Q4 | $338K | Sell |
3,361
-356
| -10% | -$35.2K | ﹤0.01% | 839 |
|
|
2021
Q3 | $344K | Buy |
3,717
+475
| +15% | +$42.5K | ﹤0.01% | 787 |
|
|
2021
Q2 | $281K | Sell |
3,242
-258
| -7% | -$22.5K | ﹤0.01% | 807 |
|
|
2021
Q1 | $287K | Buy |
+3,500
| New | +$261K | ﹤0.01% | 697 |
|
|
2019
Q2 | – | Sell |
-711
| Closed | -$38K | – | 1420 |
|
|
2019
Q1 | $38K | Buy |
711
+484
| +213% | +$25.9K | ﹤0.01% | 860 |
|
|
2018
Q4 | $11K | Buy |
+227
| New | +$12.1K | ﹤0.01% | 842 |
|
Other funds holding RJF
VCM
VPM
