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