NorthCrest Asset Manangement’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.05M | Buy |
|
|||||
|
2025
Q2 | $1.01M | Sell |
|
|||||
|
2025
Q1 | $879K | Buy |
|
|||||
|
2024
Q4 | $959K | Buy |
|
|||||
|
2024
Q3 | $754K | Buy |
|
|||||
|
2024
Q2 | $755K | Hold |
|
|||||
|
2024
Q1 | $784K | Sell |
|
|||||
|
2023
Q4 | $720K | Sell |
|
|||||
|
2023
Q3 | $654K | Hold |
|
|||||
|
2023
Q2 | $676K | Hold |
|
|||||
|
2023
Q1 | $607K | Hold |
|
|||||
|
2022
Q4 | $696K | Hold |
|
|||||
|
2022
Q3 | $643K | Hold |
|
|||||
|
2022
Q2 | $582K | Hold |
|
|||||
|
2022
Q1 | $716K | Buy |
|
|||||
|
2021
Q4 | $636K | Buy |
|