OneDigital Investment Advisors’s Raymond James Financial RJF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.49M Sell
2025
Q2
$5.81M Buy
2025
Q1
$5.25M Sell
2024
Q4
$6.26M Sell
2024
Q3
$4.99M Sell
2024
Q2
$5.16M Buy
2024
Q1
$4.88M Sell
2023
Q4
$4.68M Sell
2023
Q3
$4.43M Buy
2023
Q2
$820K Buy
2023
Q1
$733K Buy
2022
Q4
$827K Buy