Svb Wealth LLC Raymond James Financial Inc Transaction History

Svb Wealth LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$115.67 - $129.99 $23,712 - $26,647	-205 Reduced 9.86%	1,875 $231,000
Q1 2024 May 15, 2024	BUY	$109.13 - $128.42 $5,893 - $6,934	54 Added 2.67%	2,080 $267,000
Q4 2023 Jan 30, 2024	SELL	$91.83 - $113.67 $1,836 - $2,273	-20 Reduced 0.98%	2,026 $225,000
Q3 2023 Oct 23, 2023	BUY	$99.55 - $110.94 $10,751 - $11,981	108 Added 5.57%	2,046 $205,000
Q2 2023 Jul 24, 2023	SELL	$83.46 - $103.77 $17,443 - $21,687	-209 Reduced 9.73%	1,938 $201,000
Q1 2023 May 12, 2023	SELL	$87.16 - $118.11 $28,588 - $38,740	-328 Reduced 13.25%	2,147 $200,000
Q4 2022 Feb 10, 2023	SELL	$98.06 - $123.98 $48,637 - $61,494	-496 Reduced 16.69%	2,475 $264,000
Q3 2022 Nov 09, 2022	BUY	$25.39 - $110.98 $75,433 - $329,721	2,971 New	2,971 $293,000
Q4 2021 Feb 15, 2022	SELL	$93.38 - $102.53 $277,431 - $304,616	-2,971 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$82.69 - $95.33 $59,288 - $68,351	717 Added 31.81%	2,971 $274,000
Q2 2021 Aug 13, 2021	BUY	$82.71 - $91.09 $5,955 - $6,558	72 Added 3.3%	2,254 $293,000
Q1 2021 May 11, 2021	BUY	$62.69 - $82.39 $136,789 - $179,774	2,182 New	2,182 $267,000

823

150M

588K

241K

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...

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