Baker Tilly Wealth Management, LLC Raymond James Financial Inc Transaction History

Baker Tilly Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$109.13 - $128.42 $327 - $385	3 Added 0.08%	3,741 $480,000
Q4 2023 Jan 10, 2024	SELL	$91.83 - $113.67 $6,060 - $7,502	-66 Reduced 1.74%	3,738 $416,000
Q3 2023 Oct 10, 2023	SELL	$99.55 - $110.94 $9,158 - $10,206	-92 Reduced 2.36%	3,804 $382,000
Q2 2023 Jul 20, 2023	SELL	$83.46 - $103.77 $250 - $311	-3 Reduced 0.08%	3,896 $404,000
Q1 2023 Apr 12, 2023	SELL	$87.16 - $118.11 $10,633 - $14,409	-122 Reduced 3.03%	3,899 $363,000
Q4 2022 Jan 26, 2023	SELL	$98.06 - $123.98 $303,201 - $383,346	-3,092 Reduced 43.47%	4,021 $0
Q3 2022 Oct 20, 2022	BUY	$25.39 - $110.98 $38,948 - $170,243	1,534 Added 27.5%	7,113 $703,000
Q2 2022 Jul 28, 2022	SELL	$85.45 - $113.79 $33,667 - $44,833	-394 Reduced 6.6%	5,579 $499,000
Q1 2022 Apr 27, 2022	SELL	$92.96 - $115.44 $83,199 - $103,318	-895 Reduced 13.03%	5,973 $656,000
Q4 2021 Feb 08, 2022	BUY	$93.38 - $102.53 $115,791 - $127,137	1,240 Added 22.03%	6,868 $690,000
Q3 2021 Nov 02, 2021	BUY	$82.69 - $95.33 $192,171 - $221,546	2,324 Added 70.34%	5,628 $519,000
Q2 2021 Jul 30, 2021	BUY	$82.71 - $91.09 $47,971 - $52,832	580 Added 21.29%	3,304 $429,000
Q1 2021 Apr 28, 2021	BUY	$62.69 - $82.39 $33,977 - $44,655	542 Added 24.84%	2,724 $334,000
Q4 2020 Feb 03, 2021	BUY	$48.46 - $63.89 $105,739 - $139,407	2,182 New	2,182 $209,000

822

150M

588K

241K

Ticker RJF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 215,100,000
Market Cap $33.8B
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...

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