Concord Wealth Partners Raymond James Financial Inc Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$99.55 - $110.94 $4,479 - $4,992	45 New	45 $4,000
Q1 2023 Apr 26, 2023	SELL	$87.16 - $118.11 $1,743 - $2,362	-20 Reduced 30.77%	45 $4,000
Q4 2022 Jan 27, 2023	BUY	$98.06 - $123.98 $6,373 - $8,058	65 New	65 $6,000
Q4 2021 Jan 21, 2022	BUY	$93.38 - $102.53 $1,867 - $2,050	20 Added 44.44%	65 $6,000
Q3 2021 Nov 09, 2021	BUY	$82.69 - $95.33 $1,240 - $1,429	15 Added 50.0%	45 $4,000
Q2 2021 Jul 29, 2021	SELL	$82.71 - $91.09 $330 - $364	-4 Reduced 11.76%	30 $4,000
Q1 2021 May 13, 2021	BUY	$62.69 - $82.39 $2,131 - $2,801	34 New	34 $4,000

823

150M

588K

241K

Ticker RJF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 215,100,000
Market Cap $36.4B
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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