Number of Shares
60,598.00
Current Holdings Value*
$8.42 Mil
% of Portfolio
2.61%
Total Estimate Gain
$3.88 Mil
% of Total Estimate Gain
54.34%

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 $160.61, Peterson Wealth Services's estimated gain on his RJF holdings is $3.88 Mil, reflecting a 54.34% gain to date.

Peterson Wealth Services RJF ($160.61) Holding Chart

Peterson Wealth Services RJF ($160.61) 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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