Crestwood Advisors Group’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Sell |
8,294
-89
| -1% | -$13.7K | 0.02% | 251 |
|
2025
Q1 | $1.16M | Buy |
8,383
+6,401
| +323% | +$889K | 0.02% | 255 |
|
2024
Q4 | $308K | Buy |
1,982
+67
| +3% | +$10.4K | 0.01% | 379 |
|
2024
Q3 | $235K | Buy |
1,915
+58
| +3% | +$7.1K | ﹤0.01% | 404 |
|
2024
Q2 | $230K | Sell |
1,857
-265
| -12% | -$32.8K | ﹤0.01% | 393 |
|
2024
Q1 | $273K | Buy |
2,122
+24
| +1% | +$3.08K | 0.01% | 369 |
|
2023
Q4 | $234K | Sell |
2,098
-44
| -2% | -$4.91K | 0.01% | 364 |
|
2023
Q3 | $215K | Buy |
+2,142
| New | +$215K | 0.01% | 335 |
|