Crestwood Advisors Group’s Raymond James Financial RJF Stock Holding History

Crestwood Advisors Group’s Portfolio RJF Stock Details RJF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.33M	Sell
2025 Q2	$1.27M	Sell
2025 Q1	$1.16M	Buy
2024 Q4	$308K	Buy
2024 Q3	$235K	Buy
2024 Q2	$230K	Sell
2024 Q1	$273K	Buy
2023 Q4	$234K	Sell
2023 Q3	$215K	Buy