Curi RMB Capital’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 | $1.46M | Buy |
9,542
+507
| +6% | +$77.8K | 0.03% | 367 |
|
|
2025
Q1 | $1.26M | Buy |
9,035
+4,165
| +86% | +$579K | 0.03% | 312 |
|
|
2024
Q4 | $756K | Buy |
4,870
+270
| +6% | +$41.9K | 0.02% | 364 |
|
|
2024
Q3 | $563K | Sell |
4,600
-9
| -0.2% | -$1.1K | 0.01% | 412 |
|
|
2024
Q2 | $570K | Sell |
4,609
-4,542
| -50% | -$561K | 0.01% | 401 |
|
|
2024
Q1 | $1.18M | Sell |
9,151
-9
| -0.1% | -$1.16K | 0.03% | 324 |
|
|
2023
Q4 | $1.02M | Buy |
9,160
+36
| +0.4% | +$4.01K | 0.03% | 288 |
|
|
2023
Q3 | $916K | Buy |
9,124
+16
| +0.2% | +$1.61K | 0.03% | 287 |
|
|
2023
Q2 | $945K | Buy |
9,108
+8
| +0.1% | +$830 | 0.03% | 292 |
|
|
2023
Q1 | $849K | Hold |
9,100
| – | – | 0.03% | 299 |
|
|
2022
Q4 | $972K | Hold |
9,100
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $899K | Hold |
9,100
| – | – | 0.03% | 296 |
|
|
2022
Q2 | $814K | Hold |
9,100
| – | – | 0.03% | 300 |
|
|
2022
Q1 | $1M | Hold |
9,100
| – | – | 0.03% | 258 |
|
|
2021
Q4 | $914K | Hold |
9,100
| – | – | 0.03% | 290 |
|
|
2021
Q3 | $840K | Sell |
9,100
-1
| -0% | -$92 | 0.03% | 286 |
|
|
2021
Q2 | $788K | Hold |
9,101
| – | – | 0.03% | 304 |
|
|
2021
Q1 | $744K | Hold |
9,101
| – | – | 0.03% | 297 |
|
|
2020
Q4 | $580K | Hold |
9,101
| – | – | 0.02% | 406 |
|
|
2020
Q3 | $441K | Hold |
9,101
| – | – | 0.02% | 437 |
|
|
2020
Q2 | $418K | Sell |
9,101
-5,244
| -37% | -$241K | 0.02% | 433 |
|
|
2020
Q1 | $604K | Buy |
14,345
+744
| +5% | +$31.3K | 0.03% | 360 |
|
|
2019
Q4 | $811K | Hold |
13,601
| – | – | 0.02% | 374 |
|
|
2019
Q3 | $748K | Sell |
13,601
-75
| -0.5% | -$4.13K | 0.02% | 411 |
|
|
2019
Q2 | $771K | Sell |
13,676
-4,399
| -24% | -$248K | 0.02% | 434 |
|
|
2019
Q1 | $969K | Buy |
18,075
+4,498
| +33% | +$241K | 0.02% | 426 |
|
|
2018
Q4 | $673K | Sell |
13,577
-4,500
| -25% | -$223K | 0.02% | 535 |
|
|
2018
Q3 | $1.11M | Hold |
18,077
| – | – | 0.03% | 458 |
|
|
2018
Q2 | $1.08M | Hold |
18,077
| – | – | 0.03% | 453 |
|
|
2018
Q1 | $1.08M | Buy |
18,077
+4,283
| +31% | +$255K | 0.03% | 470 |
|
|
2017
Q4 | $821K | Buy |
+13,794
| New | +$821K | 0.02% | 488 |
|