Glassman Wealth Services Raymond James Financial Inc Transaction History

Glassman Wealth Services

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$91.83 - $113.67 $1,193 - $1,477	13 Added 9.22%	154 $17,000
Q2 2023 Aug 08, 2023	SELL	$83.46 - $103.77 $5,508 - $6,848	-66 Reduced 31.88%	141 $14,000
Q1 2023 May 04, 2023	SELL	$87.16 - $118.11 $2,963 - $4,015	-34 Reduced 14.11%	207 $19,000
Q4 2022 Feb 06, 2023	BUY	$98.06 - $123.98 $784 - $991	8 Added 3.43%	241 $25,000
Q3 2022 Nov 09, 2022	SELL	$25.39 - $110.98 $761 - $3,329	-30 Reduced 11.41%	233 $23,000
Q2 2022 Aug 04, 2022	BUY	$85.45 - $113.79 $6,152 - $8,192	72 Added 37.7%	263 $24,000
Q1 2022 Aug 23, 2022	BUY	$92.96 - $115.44 $836 - $1,038	9 Added 4.95%	191 $21,000
Q1 2022 Apr 14, 2022	BUY	$92.96 - $115.44 $1,115 - $1,385	12 Added 7.06%	182 $20,000
Q4 2021 Feb 14, 2022	BUY	$93.38 - $102.53 $10,458 - $11,483	112 Added 193.1%	170 $17,000
Q3 2021 Nov 10, 2021	BUY	$82.69 - $95.33 $3,059 - $3,527	37 Added 176.19%	58 $5,000
Q2 2021 Aug 04, 2021	BUY	$82.71 - $91.09 $496 - $546	6 Added 40.0%	21 $3,000
Q1 2021 May 05, 2021	BUY	$62.69 - $82.39 $125 - $164	2 Added 15.38%	15 $2,000
Q2 2020 Aug 06, 2020	BUY	$38.35 - $54.44 $38 - $54	1 Added 8.33%	13 $1,000
Q4 2018 Feb 06, 2019	BUY	$46.47 - $63.21 $278 - $379	6 Added 100.0%	12 $1,000
Q2 2017 Aug 09, 2017	BUY	N/A	6	6 $0

823

150M

588K

241K

Ticker RJF
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 215,100,000
Market Cap $36.3B
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...

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