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Raymond James Financial shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Raymond James Financial

Tip: Access up to 7 years of quarterly data

All positions including Raymond James Financial held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $15M 119k 128.42
2023-12-31 $13M 119k 111.50
2023-09-30 $12M 119k 100.43
2023-06-30 $12M 119k 103.77
2023-03-31 $11M 119k 93.27
2022-12-31 $13M 119k 106.85
2022-09-30 $13M 134k 98.82
2022-06-30 $12M 133k 89.40
2022-03-31 $15M 136k 109.90
2021-12-31 $14M 134k 100.40