Oxford Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
7,213
-114
| -2% | -$18.1K | 0.06% | 97 |
|
|
2025
Q4 | $1.18M | Sell |
7,327
-378
| -5% | -$61K | 0.06% | 81 |
|
|
2025
Q3 | $1.33M | Buy |
7,705
+147
| +2% | +$24.4K | 0.08% | 73 |
|
|
2025
Q2 | $1.16M | Hold |
7,558
| – | – | 0.07% | 75 |
|
|
2025
Q1 | $1.05M | Buy |
7,558
+687
| +10% | +$107K | 0.07% | 80 |
|
|
2024
Q4 | $1.07M | Sell |
6,871
-3,221
| -32% | -$487K | 0.07% | 90 |
|
|
2024
Q3 | $1.24M | Sell |
10,092
-1,400
| -12% | -$164K | 0.08% | 78 |
|
|
2024
Q2 | $1.42M | Buy |
11,492
+353
| +3% | +$43.6K | 0.09% | 75 |
|
|
2024
Q1 | $1.43M | Buy |
11,139
+40
| +0.4% | +$4.66K | 0.1% | 63 |
|
|
2023
Q4 | $1.24M | Hold |
11,099
| – | – | 0.09% | 74 |
|
|
2023
Q3 | $1.11M | Sell |
11,099
-233
| -2% | -$24.7K | 0.1% | 71 |
|
|
2023
Q2 | $1.18M | Sell |
11,332
-7
| -0.1% | -$650 | 0.11% | 66 |
|
|
2023
Q1 | $1.06M | Sell |
11,339
-21
| -0.2% | -$2.23K | 0.12% | 64 |
|
|
2022
Q4 | $1.21M | Buy |
11,360
+61
| +0.5% | +$6.85K | 0.14% | 61 |
|
|
2022
Q3 | $1.12M | Sell |
11,299
-4
| -0% | -$405 | 0.17% | 60 |
|
|
2022
Q2 | $1.01M | Sell |
11,303
-45
| -0.4% | -$4.41K | 0.15% | 63 |
|
|
2022
Q1 | $1.25M | Hold |
11,348
| – | – | 0.16% | 61 |
|
|
2021
Q4 | $1.14M | Buy |
11,348
+49
| +0.4% | +$4.84K | 0.13% | 76 |
|
|
2021
Q3 | $1.04M | Sell |
11,299
-1
| -0% | -$90 | 0.13% | 71 |
|
|
2021
Q2 | $979K | Hold |
11,300
| – | – | 0.13% | 76 |
|
|
2021
Q1 | $923K | Sell |
11,300
-49
| -0.4% | -$3.65K | 0.13% | 74 |
|
|
2020
Q4 | $724K | Buy |
11,349
+49
| +0.4% | +$2.81K | 0.11% | 83 |
|
|
2020
Q3 | $548K | Hold |
11,300
| – | – | 0.09% | 89 |
|
|
2020
Q2 | $518K | Hold |
11,300
| – | – | 0.09% | 92 |
|
|
2020
Q1 | $476K | Buy |
+11,300
| New | +$637K | 0.1% | 89 |
|
Other funds holding RJF
VCM
VPM
