Curi RMB Capital’s Raymond James Financial RJF Stock Holding History

Curi RMB Capital’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
2026 Q1	$1.38M	Buy	9,550 +56	+0.6%	+$8.88K	0.02%	394
2025 Q4	$1.52M	Sell	9,494 -102	-1%	-$16.5K	0.03%	388
2025 Q3	$1.66M	Buy	9,596 +54	+0.6%	+$8.95K	0.03%	351
2025 Q2	$1.46M	Buy	9,542 +507	+6%	+$72.6K	0.03%	367
2025 Q1	$1.26M	Buy	9,035 +4,165	+86%	+$647K	0.03%	312
2024 Q4	$756K	Buy	4,870 +270	+6%	+$40.8K	0.02%	364
2024 Q3	$563K	Sell	4,600 -9	-0.2%	-$1.05K	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%	-$1.05K	0.03%	324
2023 Q4	$1.02M	Buy	9,160 +36	+0.4%	+$3.71K	0.03%	288
2023 Q3	$916K	Buy	9,124 +16	+0.2%	+$1.69K	0.03%	287
2023 Q2	$945K	Buy	9,108 +8	+0.1%	+$743	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%	-$90	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%	438
2020 Q2	$418K	Sell	9,101 -5,244	-37%	-$236K	0.02%	436
2020 Q1	$604K	Buy	14,345 +744	+5%	+$42K	0.03%	366
2019 Q4	$811K	Hold	13,601	–	–	0.03%	388
2019 Q3	$748K	Sell	13,601 -75	-0.5%	-$4.07K	0.03%	433
2019 Q2	$771K	Sell	13,676 -4,399	-24%	-$251K	0.03%	465
2019 Q1	$969K	Buy	18,075 +4,498	+33%	+$241K	0.03%	457
2018 Q4	$673K	Sell	13,577 -4,500	-25%	-$240K	0.02%	566
2018 Q3	$1.11M	Hold	18,077	–	–	0.03%	487
2018 Q2	$1.08M	Hold	18,077	–	–	0.03%	479
2018 Q1	$1.08M	Buy	18,077 +4,283	+31%	+$267K	0.03%	498
2017 Q4	$821K	Buy	+13,794	New	+$795K	0.03%	512