Raymond James Financial
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Raymond James Financial’s Clearwater Analytics CWAN Stock Holding History

Raymond James Financial’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$52.6M Buy
2,400,554
+421,493
+21% +$9.24M 0.02% 738
2025
Q1 		$53M Buy
1,979,061
+1,234,791
+166% +$33.1M 0.02% 694
2024
Q4 		$20.5M Buy
+744,270
New +$20.5M 0.01% 1301