Atria Wealth Solutions, Inc. Raymond James Financial Inc Transaction History

Atria Wealth Solutions, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$115.67 - $129.99 $285,820 - $321,205	-2,471 Reduced 58.88%	1,726 $213,000
Q1 2024 May 13, 2024	BUY	$109.13 - $128.42 $141,541 - $166,560	1,297 Added 44.72%	4,197 $538,000
Q4 2023 Feb 02, 2024	BUY	$91.83 - $113.67 $27,732 - $34,328	302 Added 11.62%	2,900 $323,000
Q3 2023 Nov 08, 2023	SELL	$99.55 - $110.94 $10,353 - $11,537	-104 Reduced 3.85%	2,598 $260,000
Q2 2023 Aug 03, 2023	SELL	$83.46 - $103.77 $20,447 - $25,423	-245 Reduced 8.31%	2,702 $280,000
Q1 2023 Aug 22, 2023	BUY	$87.16 - $118.11 $27,542 - $37,322	316 Added 11.7%	3,018 $281,000
Q1 2023 Jun 14, 2023	SELL	$87.16 - $118.11 $6,188 - $8,385	-71 Reduced 2.35%	2,947 $274,000
Q1 2023 May 10, 2023	BUY	$87.16 - $118.11 $6,188 - $8,385	71 Added 2.41%	3,018 $281,000
Q4 2022 Aug 30, 2023	BUY	$98.06 - $123.98 $24,024 - $30,375	245 Added 9.07%	2,947 $314,000
Q4 2022 Feb 13, 2023	SELL	$98.06 - $123.98 $188,961 - $238,909	-1,927 Reduced 39.54%	2,947 $314,000
Q3 2022 Nov 14, 2022	SELL	$25.39 - $110.98 $78,099 - $341,374	-3,076 Reduced 38.69%	4,874 $483,000
Q2 2022 Aug 15, 2022	SELL	$85.45 - $113.79 $7,263 - $9,672	-85 Reduced 1.06%	7,950 $712,000
Q1 2022 May 16, 2022	BUY	$92.96 - $115.44 $746,933 - $927,560	8,035 New	8,035 $883,000

822

150M

588K

241K

Ticker RJF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 215,100,000
Market Cap $35.2B
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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