Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in RAYMOND JAMES FINL INC (RJF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 60,930 | +27,313 | +81.2% | 2.50% | $9.8M | $160.05 |
| 2025 Q3 | REDUCED | 33,617 | -27,716 | -45.2% | 2.60% | $10.5M | $171.52 |
| 2025 Q2 | ADDED | 61,333 | +735 | +1.2% | 2.58% | $9.4M | $151.91 |
| 2025 Q1 | REDUCED | 60,598 | -5,143 | -7.8% | 2.61% | $8.4M | $137.10 |
As of 2025 Q4 — sorted by position size