A detailed history of 9258 Wealth Management, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 15,026 shares of RJF stock, worth $2.23 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,026
Previous 15,026 -0.0%
Holding current value
$2.23 Million
Previous $1.93 Million 3.73%
% of portfolio
0.29%
Previous 0.3%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023

BUY
$83.46 - $103.77 $1,084 - $1,349
13 Added 0.09%
15,026 $1.56 Million
Q3 2021

Nov 12, 2021

BUY
$82.69 - $95.33 $413,780 - $477,031
5,004 Added 50.0%
15,013 $1.39 Million
Q2 2021

Aug 13, 2021

SELL
$82.71 - $91.09 $372,195 - $409,905
-4,500 Reduced 31.02%
10,009 $1.3 Million
Q1 2021

May 11, 2021

SELL
$62.69 - $82.39 $1,818 - $2,389
-29 Reduced 0.2%
14,509 $1.78 Million
Q4 2020

Feb 10, 2021

BUY
$48.46 - $63.89 $1,405 - $1,852
29 Added 0.2%
14,538 $1.39 Million
Q2 2020

Aug 13, 2020

SELL
$38.35 - $54.44 $36,892 - $52,371
-962 Reduced 6.22%
14,509 $999,000
Q4 2018

Feb 12, 2019

BUY
$46.47 - $63.21 $718,937 - $977,921
15,471 New
15,471 $1.15 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 $31.9B
  • 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
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