A detailed history of Forum Financial Management, LP transactions in Raymond James Financial Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 5,007 shares of RJF stock, worth $847,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,007
Previous 5,006 0.02%
Holding current value
$847,584
Previous $618,000 0.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$106.39 - $125.13 $106 - $125
1 Added 0.02%
5,007 $613,000
Q2 2024

Jul 30, 2024

BUY
$115.67 - $129.99 $3,701 - $4,159
32 Added 0.64%
5,006 $618,000
Q1 2024

May 09, 2024

SELL
$109.13 - $128.42 $11,022 - $12,970
-101 Reduced 1.99%
4,974 $638,000
Q3 2023

Nov 03, 2023

BUY
$99.55 - $110.94 $1,493 - $1,664
15 Added 0.3%
5,075 $509,000
Q2 2023

Jul 26, 2023

BUY
$83.46 - $103.77 $834 - $1,037
10 Added 0.2%
5,060 $525,000
Q1 2023

Apr 19, 2023

SELL
$87.16 - $118.11 $76,962 - $104,291
-883 Reduced 14.88%
5,050 $471,000
Q2 2022

Aug 15, 2022

BUY
$85.45 - $113.79 $108,521 - $144,513
1,270 Added 27.24%
5,933 $530,000
Q4 2021

Feb 18, 2022

BUY
$93.38 - $102.53 $435,430 - $478,097
4,663 New
4,663 $468,000

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 $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...
More about RJF
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP 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 Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.