A detailed history of New Edge Wealth, LLC transactions in Raymond James Financial Inc stock. As of the latest transaction made, New Edge Wealth, LLC holds 3,186 shares of RJF stock, worth $511,926. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,186
Previous 2,404 32.53%
Holding current value
$511,926
Previous $297,000 31.31%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$106.39 - $125.13 $83,196 - $97,851
782 Added 32.53%
3,186 $390,000
Q2 2024

Aug 01, 2024

SELL
$115.67 - $129.99 $16,193 - $18,198
-140 Reduced 5.5%
2,404 $297,000
Q1 2024

May 06, 2024

BUY
$109.13 - $128.42 $18,442 - $21,702
169 Added 7.12%
2,544 $326,000
Q4 2023

Jan 29, 2024

BUY
$91.83 - $113.67 $218,096 - $269,966
2,375 New
2,375 $264,000
Q2 2021

Aug 11, 2021

SELL
$82.71 - $91.09 $309,252 - $340,585
-3,739 Closed
0 $0
Q1 2021

May 13, 2021

BUY
$62.69 - $82.39 $234,397 - $308,056
3,739 New
3,739 $458,000

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 $34.6B
  • 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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