Peterson Wealth Services RJF Holdings History
Peterson Wealth Services's Raymond James Financial Inc Holding Summary
As of 2025-03-31, Peterson Wealth Services held 60,598.00 shares of Raymond James Financial Inc(RJF), totaling $8.42 Mil. This investment constitutes 2.61% of their stock portfolio, and Peterson Wealth Services now holds 0.03% of the outstanding Raymond James Financial Inc(RJF) stock.
The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 10 purchases of RJF, at an average price of $101.38, for a total of 70,515.00 shares. In addition, there have been 3 sales at an average price of $131.19 for 9,917.00 shares. Based on historical transaction data and RJF's current price of $166.84, Peterson Wealth Services's estimated gain on his RJF holdings is $4.26 Mil, reflecting a 59.62% gain to date.
Peterson Wealth Services RJF ($166.84) Holding Chart
Peterson Wealth Services 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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