Raymond James Financial shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Raymond James Financial
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Quarterly reported holdings in Raymond James Financial by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 2.4k | 167.64 |
| 2025-06-30 | $424k | 2.7k | 157.61 |
| 2025-03-31 | $363k | 2.7k | 135.31 |
| 2024-12-31 | $412k | 2.7k | 154.23 |
| 2024-09-30 | $364k | 2.7k | 136.15 |
| 2024-06-30 | $318k | 2.7k | 119.80 |
| 2024-03-31 | $323k | 2.7k | 121.88 |
| 2023-12-31 | $290k | 2.6k | 109.72 |
| 2023-09-30 | $255k | 2.6k | 96.84 |
| 2023-06-30 | $271k | 2.6k | 103.78 |
| 2023-03-31 | $234k | 2.6k | 89.77 |
| 2022-12-31 | $295k | 2.6k | 113.40 |
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