Number of Shares
11,694.00
Current Holdings Value*
$1.62 Mil
% of Portfolio
1.26%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
57.27%

BARNES PETTEY FINANCIAL ADVISORS, LLC's Raymond James Financial Inc Holding Summary

As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 11,694.00 shares of Raymond James Financial Inc(RJF), totaling $1.62 Mil. This investment constitutes 1.26% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding Raymond James Financial Inc(RJF) stock.

The initial trade took place in 2021Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 6 purchases of RJF, at an average price of $99.17, for a total of 30,211.00 shares. In addition, there have been 8 sales at an average price of $149.09 for 18,517.00 shares. Based on historical transaction data and RJF's current price of $166.84, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his RJF holdings is $1.72 Mil, reflecting a 57.27% gain to date.

BARNES PETTEY FINANCIAL ADVISORS, LLC RJF ($166.84) Holding Chart

BARNES PETTEY FINANCIAL ADVISORS, LLC RJF ($166.84) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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