A detailed history of Capital Wealth Planning, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 94,260 shares of RJF stock, worth $11.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
94,260
Previous 94,260 -0.0%
Holding current value
$11.5 Million
Previous $12.1 Million 3.74%
% of portfolio
0.12%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$109.13 - $128.42 $847,176 - $996,924
-7,763 Reduced 7.61%
94,260 $12.1 Million
Q4 2023

Feb 08, 2024

SELL
$91.83 - $113.67 $532,614 - $659,286
-5,800 Reduced 5.38%
102,023 $11.4 Million
Q3 2023

Nov 06, 2023

SELL
$99.55 - $110.94 $1.57 Million - $1.75 Million
-15,800 Reduced 12.78%
107,823 $10.8 Million
Q4 2022

Feb 03, 2023

SELL
$98.06 - $123.98 $490,300 - $619,900
-5,000 Reduced 3.89%
123,623 $13.2 Million
Q3 2022

Nov 09, 2022

SELL
$25.39 - $110.98 $571,275 - $2.5 Million
-22,500 Reduced 14.89%
128,623 $12.7 Million
Q2 2022

Aug 08, 2022

BUY
$85.45 - $113.79 $877,998 - $1.17 Million
10,275 Added 7.3%
151,123 $13.5 Million
Q1 2022

May 11, 2022

BUY
$92.96 - $115.44 $705,380 - $875,958
7,588 Added 5.69%
140,848 $15.5 Million
Q4 2021

Feb 04, 2022

BUY
$93.38 - $102.53 $8.8 Million - $9.66 Million
94,260 Added 241.69%
133,260 $13.4 Million
Q3 2021

Nov 03, 2021

BUY
$82.69 - $95.33 $661,520 - $762,640
8,000 Added 25.81%
39,000 $3.6 Million
Q2 2021

Aug 03, 2021

BUY
$82.71 - $91.09 $2.56 Million - $2.82 Million
31,000 New
31,000 $4.03 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 $26.3B
  • 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
Track This Portfolio

Track Capital Wealth Planning, LLC Portfolio

Follow Capital Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.