Number of Shares
28,475.00
Current Holdings Value*
$3.96 Mil
% of Portfolio
2.23%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
34.94%

CARL STUART INVESTMENT ADVISOR, INC's Raymond James Financial Inc Holding Summary

As of 2025-03-31, CARL STUART INVESTMENT ADVISOR, INC held 28,475.00 shares of Raymond James Financial Inc(RJF), totaling $3.96 Mil. This investment constitutes 2.23% of their stock portfolio, and CARL STUART INVESTMENT ADVISOR, INC now holds 0.01% of the outstanding Raymond James Financial Inc(RJF) stock.

The initial trade took place in 2024Q1. And since then CARL STUART INVESTMENT ADVISOR, INC has made 1 purchases of RJF, at an average price of $116.53, for a total of 30,150.00 shares. In addition, there have been 1 sales at an average price of $151.49 for 1,675.00 shares. Based on historical transaction data and RJF's current price of $157.58, CARL STUART INVESTMENT ADVISOR, INC's estimated gain on his RJF holdings is $1.23 Mil, reflecting a 34.94% gain to date.

CARL STUART INVESTMENT ADVISOR, INC RJF ($157.58) Holding Chart

CARL STUART INVESTMENT ADVISOR, INC RJF ($157.58) 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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