OneDigital Investment Advisors’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
37,856
+54
| +0.1% | +$8.28K | 0.06% | 225 |
|
|
2025
Q1 | $5.25M | Sell |
37,802
-2,476
| -6% | -$344K | 0.06% | 222 |
|
|
2024
Q4 | $6.26M | Sell |
40,278
-463
| -1% | -$71.9K | 0.07% | 204 |
|
|
2024
Q3 | $4.99M | Sell |
40,741
-995
| -2% | -$122K | 0.06% | 248 |
|
|
2024
Q2 | $5.16M | Buy |
41,736
+3,718
| +10% | +$460K | 0.06% | 228 |
|
|
2024
Q1 | $4.88M | Sell |
38,018
-3,953
| -9% | -$508K | 0.08% | 202 |
|
|
2023
Q4 | $4.68M | Sell |
41,971
-2,117
| -5% | -$236K | 0.08% | 193 |
|
|
2023
Q3 | $4.43M | Buy |
44,088
+36,181
| +458% | +$3.63M | 0.1% | 167 |
|
|
2023
Q2 | $820K | Buy |
7,907
+53
| +0.7% | +$5.5K | 0.02% | 465 |
|
|
2023
Q1 | $733K | Buy |
7,854
+113
| +1% | +$10.5K | 0.02% | 486 |
|
|
2022
Q4 | $827K | Buy |
+7,741
| New | +$827K | 0.02% | 399 |
|