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Raymond James Financial shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Raymond James Financial

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All positions including Raymond James Financial held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 2.0k 128.40
2023-12-31 $240k 2.2k 111.48
2022-06-30 $770k 7.2k 107.33
2022-03-31 $788k 7.2k 109.84
2021-12-31 $720k 7.2k 100.36