A detailed history of Kestra Private Wealth Services, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,093 shares of RJF stock, worth $485,353. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,093
Previous 3,422 9.61%
Holding current value
$485,353
Previous $422,000 10.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$106.39 - $125.13 $35,002 - $41,167
-329 Reduced 9.61%
3,093 $378,000
Q2 2024

Aug 12, 2024

SELL
$115.67 - $129.99 $237,123 - $266,479
-2,050 Reduced 37.46%
3,422 $422,000
Q1 2024

May 02, 2024

SELL
$109.13 - $128.42 $24,772 - $29,151
-227 Reduced 3.98%
5,472 $702,000
Q4 2023

Feb 05, 2024

BUY
$91.83 - $113.67 $7,438 - $9,207
81 Added 1.44%
5,699 $635,000
Q3 2023

Nov 07, 2023

BUY
$99.55 - $110.94 $73,866 - $82,317
742 Added 15.22%
5,618 $564,000
Q2 2023

Aug 08, 2023

BUY
$83.46 - $103.77 $69,271 - $86,129
830 Added 20.51%
4,876 $505,000
Q1 2023

May 12, 2023

BUY
$87.16 - $118.11 $42,969 - $58,228
493 Added 13.88%
4,046 $377,000
Q4 2022

Jan 31, 2023

SELL
$98.06 - $123.98 $100,315 - $126,831
-1,023 Reduced 22.36%
3,553 $379,000
Q3 2022

Nov 14, 2022

BUY
$25.39 - $110.98 $21,479 - $93,889
846 Added 22.68%
4,576 $452,000
Q2 2022

Aug 12, 2022

SELL
$85.45 - $113.79 $31,360 - $41,760
-367 Reduced 8.96%
3,730 $333,000
Q1 2022

May 26, 2022

SELL
$92.96 - $115.44 $8,459 - $10,505
-91 Reduced 2.17%
4,097 $450,000
Q4 2021

Jan 21, 2022

BUY
$93.38 - $102.53 $93 - $102
1 Added 0.02%
4,188 $420,000
Q3 2021

Oct 21, 2021

BUY
$82.69 - $95.33 $112,127 - $129,267
1,356 Added 47.9%
4,187 $386,000
Q2 2021

Jul 30, 2021

SELL
$82.71 - $91.09 $2,398 - $2,641
-29 Reduced 1.01%
2,831 $245,000
Q1 2021

May 11, 2021

SELL
$62.69 - $82.39 $83,879 - $110,237
-1,338 Reduced 31.87%
2,860 $233,000
Q4 2020

Jan 21, 2021

BUY
$48.46 - $63.89 $203,435 - $268,210
4,198 New
4,198 $396 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 $33.8B
  • 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 Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, 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 Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.