A detailed history of Caldwell Trust CO transactions in Raymond James Financial Inc stock. As of the latest transaction made, Caldwell Trust CO holds 1,248 shares of RJF stock, worth $198,095. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,248
Previous 869 43.61%
Holding current value
$198,095
Previous $133 Million 61.62%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$154.64 - $176.43 $58,608 - $66,866
379 Added 43.61%
1,248 $215 Million
Q2 2025

Sep 22, 2025

BUY
$123.65 - $153.88 $107,451 - $133,721
869 New
869 $133 Million
Q3 2021

Oct 02, 2025

BUY
$82.69 - $95.33 $56,973 - $65,682
689 Added 382.78%
869 $80.2 Million
Q1 2021

Oct 02, 2025

SELL
$62.69 - $82.39 $43,193 - $56,766
-689 Reduced 79.29%
180 $22.1 Million
Q4 2020

Oct 02, 2025

SELL
$48.46 - $63.89 $33,388 - $44,020
-689 Reduced 79.29%
180 $17.2 Million
Q1 2020

Oct 02, 2025

SELL
$36.73 - $67.51 $25,306 - $46,514
-689 Reduced 79.29%
180 $11.4 Million
Q4 2019

Oct 06, 2025

SELL
$50.96 - $60.88 $35,111 - $41,946
-689 Reduced 79.29%
180 $16.1 Million

Others Institutions Holding RJF

About RAYMOND JAMES FINANCIAL INC


  • Ticker RJF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 215,100,000
  • Market Cap $34.1B
  • Description
  • Raymond James Financial, Inc., a diversified financial services company, provides private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities in the United States, Canada, and Europe. The Private Client Group segment offers investment services, portfolio management service...
More about RJF
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.