A detailed history of Peterson Wealth Services transactions in Raymond James Financial Inc stock. As of the latest transaction made, Peterson Wealth Services holds 63,948 shares of RJF stock, worth $9.53 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
63,948
Previous 63,284 1.05%
Holding current value
$9.53 Million
Previous $8.13 Million 2.73%
% of portfolio
2.76%
Previous 2.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$115.67 - $129.99 $76,804 - $86,313
664 Added 1.05%
63,948 $7.9 Million
Q1 2024

May 01, 2024

BUY
$109.13 - $128.42 $323,352 - $380,508
2,963 Added 4.91%
63,284 $8.13 Million
Q4 2023

Jan 31, 2024

SELL
$91.83 - $113.67 $417,183 - $516,402
-4,543 Reduced 7.0%
60,321 $6.73 Million
Q3 2023

Nov 14, 2023

BUY
$99.55 - $110.94 $171,723 - $191,371
1,725 Added 2.73%
64,864 $6.51 Million
Q2 2023

Jul 13, 2023

BUY
$83.46 - $103.77 $1.66 Million - $2.07 Million
19,920 Added 46.09%
63,139 $6.55 Million
Q1 2023

Apr 06, 2023

BUY
$87.16 - $118.11 $76,787 - $104,054
881 Added 2.08%
43,219 $4.03 Million
Q4 2022

Jan 20, 2023

BUY
$98.06 - $123.98 $43,146 - $54,551
440 Added 1.05%
42,338 $0
Q3 2022

Nov 09, 2022

BUY
$25.39 - $110.98 $12,669 - $55,379
499 Added 1.21%
41,898 $4.14 Million
Q2 2022

Jul 11, 2022

BUY
$85.45 - $113.79 $103,138 - $137,344
1,207 Added 3.0%
41,399 $3.7 Million
Q1 2022

Apr 18, 2022

BUY
$92.96 - $115.44 $2.16 Million - $2.68 Million
23,210 Added 136.67%
40,192 $4.42 Million
Q4 2021

Jan 31, 2022

BUY
$93.38 - $102.53 $1.59 Million - $1.74 Million
16,982 New
16,982 $1.71 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 $32.1B
  • 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
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