A detailed history of Congress Wealth Management LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Congress Wealth Management LLC holds 118,991 shares of RJF stock, worth $19.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
118,991
Previous 118,490 0.42%
Holding current value
$19.7 Million
Previous $14.6 Million 0.51%
% of portfolio
0.2%
Previous 0.24%

Shares

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

Nov 12, 2024

BUY
$106.39 - $125.13 $53,301 - $62,690
501 Added 0.42%
118,991 $14.6 Million
Q2 2024

Aug 13, 2024

SELL
$115.67 - $129.99 $67,782 - $76,174
-586 Reduced 0.49%
118,490 $14.6 Million
Q1 2024

Apr 18, 2024

SELL
$109.13 - $128.42 $34,594 - $40,709
-317 Reduced 0.27%
119,076 $15.3 Million
Q4 2023

Feb 09, 2024

BUY
$91.83 - $113.67 $35,721 - $44,217
389 Added 0.33%
119,393 $13.3 Million
Q3 2023

Oct 30, 2023

BUY
$99.55 - $110.94 $48,879 - $54,471
491 Added 0.41%
119,004 $12 Million
Q2 2023

Jul 13, 2023

SELL
$83.46 - $103.77 $57,837 - $71,912
-693 Reduced 0.58%
118,513 $12.3 Million
Q1 2023

Apr 14, 2023

BUY
$87.16 - $118.11 $55,520 - $75,236
637 Added 0.54%
119,206 $11.1 Million
Q4 2022

Feb 02, 2023

SELL
$98.06 - $123.98 $1.5 Million - $1.9 Million
-15,310 Reduced 11.44%
118,569 $12.7 Million
Q3 2022

Nov 08, 2022

BUY
$25.39 - $110.98 $16,224 - $70,916
639 Added 0.48%
133,879 $13.2 Million
Q2 2022

Aug 11, 2022

SELL
$85.45 - $113.79 $202,431 - $269,568
-2,369 Reduced 1.75%
133,240 $11.9 Million
Q1 2022

May 16, 2022

BUY
$92.96 - $115.44 $115,177 - $143,030
1,239 Added 0.92%
135,609 $14.9 Million
Q4 2021

Feb 04, 2022

BUY
$93.38 - $102.53 $12.5 Million - $13.8 Million
134,370 New
134,370 $13.5 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 $35.5B
  • 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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