A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Raymond James Financial Inc stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 2,111 shares of RJF stock, worth $332,018. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,111
Previous 2,112 0.05%
Holding current value
$332,018
Previous $261,000 1.15%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$106.39 - $125.13 $106 - $125
-1 Reduced 0.05%
2,111 $258,000
Q2 2024

Aug 09, 2024

SELL
$115.67 - $129.99 $1,850 - $2,079
-16 Reduced 0.75%
2,112 $261,000
Q4 2023

Feb 07, 2024

BUY
$91.83 - $113.67 $1,285 - $1,591
14 Added 0.66%
2,128 $237,000
Q2 2023

Aug 07, 2023

SELL
$83.46 - $103.77 $9,597 - $11,933
-115 Reduced 5.16%
2,114 $219,000
Q1 2023

May 03, 2023

SELL
$87.16 - $118.11 $2,440 - $3,307
-28 Reduced 1.24%
2,229 $207,000
Q4 2022

Feb 13, 2023

BUY
$98.06 - $123.98 $1,667 - $2,107
17 Added 0.76%
2,257 $241,000
Q3 2022

Nov 09, 2022

BUY
$25.39 - $110.98 $56,873 - $248,595
2,240 New
2,240 $221,000
Q1 2021

Apr 29, 2021

SELL
$62.69 - $82.39 $14,293 - $18,784
-228 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$48.46 - $63.89 $11,048 - $14,566
228 New
228 $22,000

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 $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...
More about RJF
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