Raymond James Financial shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.5M | 14k | 111.50 |
| 2023-09-30 | $1.4M | 14k | 100.43 |
| 2023-06-30 | $1.4M | 14k | 103.77 |
| 2023-03-31 | $1.3M | 14k | 93.27 |
| 2022-12-31 | $1.5M | 14k | 106.85 |
| 2022-09-30 | $1.4M | 14k | 98.84 |
| 2022-06-30 | $1.3M | 14k | 89.41 |
| 2022-03-31 | $1.6M | 14k | 109.91 |
| 2021-12-31 | $1.4M | 14k | 100.40 |
| 2021-09-30 | $1.3M | 14k | 92.28 |
| 2021-06-30 | $920k | 9.6k | 95.65 |
| 2021-03-31 | $1.2M | 9.6k | 122.56 |
| 2020-12-31 | $920k | 9.6k | 95.65 |
| 2020-09-30 | $722k | 9.9k | 72.76 |
| 2020-06-30 | $682k | 3.3k | 205.42 |
| 2020-03-31 | $627k | 9.9k | 63.20 |
| 2019-12-31 | $890k | 10k | 89.46 |
| 2019-09-30 | $841k | 10k | 82.43 |
| 2019-06-30 | $863k | 10k | 84.55 |
| 2019-03-31 | $820k | 10k | 80.41 |
| 2018-12-31 | $759k | 10k | 74.40 |
| 2018-09-30 | $939k | 10k | 92.04 |
| 2018-06-30 | $931k | 10k | 89.36 |