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SeaCrest Wealth Management’s Raymond James Financial RJF Stock Holding History

SeaCrest Wealth Management’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
2025
Q1 		– Sell
-1,315
Closed -$204K – 690
2024
Q4 		$204K Buy
+1,315
New +$199K 0.02% 614
2023
Q2 		– Sell
-2,228
Closed -$208K – 657
2023
Q1 		$208K Sell
2,228
-1
-0% -$106 0.03% 577
2022
Q4 		$238K Sell
2,229
-3
-0.1% -$337 0.03% 508
2022
Q3 		$221K Buy
2,232
+664
+42% +$67.2K 0.03% 518
2022
Q2 		$140K Buy
+1,568
New +$154K 0.02% 737
2019
Q2 		– Sell
-681
Closed -$37K – 1571
2019
Q1 		$37K Buy
681
+9
+1% +$482 0.01% 1049
2018
Q4 		$33K Buy
672
+4
+0.6% +$213 0.01% 1045
2018
Q3 		$41K Sell
668
-67
-9% -$4.13K 0.01% 1085
2018
Q2 		$44K Sell
735
-2
-0.3% -$124 0.01% 1039
2018
Q1 		$44K Buy
737
+5
+0.7% +$311 0.01% 1011
2017
Q4 		$44K Buy
+732
New +$42.2K 0.01% 1015

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's RJF Position: Q1 2025 in Review

SeaCrest Wealth Management sold out of Raymond James Financial (RJF) in Q1 2025, closing a stake of 1,315 shares — an estimated $204K sold.

SeaCrest Wealth Management first reported a position in RJF in Q4 2017 and held it in 11 quarters. The position peaked at $238K in Q4 2022. 854 funds tracked by Wall St. Rank hold RJF as of Q1 2025.

  • SeaCrest Wealth Management reported no remaining Raymond James Financial position as of Q1 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,315 Raymond James Financial shares in Q1 2025, an estimated $204K.
  • SeaCrest Wealth Management first reported a position in Raymond James Financial in Q4 2017 and held it in 11 quarters.
  • SeaCrest Wealth Management's Raymond James Financial position peaked at $238K in Q4 2022.
  • 854 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2025.

Based on SeaCrest Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.