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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Buy |
|
|||||
|
2025
Q2 | $1.16M | Hold |
|
|||||
|
2025
Q1 | $1.05M | Buy |
|
|||||
|
2024
Q4 | $1.07M | Sell |
|
|||||
|
2024
Q3 | $1.24M | Sell |
|
|||||
|
2024
Q2 | $1.42M | Buy |
|
|||||
|
2024
Q1 | $1.43M | Buy |
|
|||||
|
2023
Q4 | $1.24M | Hold |
|
|||||
|
2023
Q3 | $1.11M | Sell |
|
|||||
|
2023
Q2 | $1.18M | Sell |
|
|||||
|
2023
Q1 | $1.06M | Sell |
|
|||||
|
2022
Q4 | $1.21M | Buy |
|
|||||
|
2022
Q3 | $1.12M | Sell |
|
|||||
|
2022
Q2 | $1.01M | Sell |
|
|||||
|
2022
Q1 | $1.25M | Hold |
|
|||||
|
2021
Q4 | $1.14M | Buy |
|
|||||
|
2021
Q3 | $1.04M | Sell |
|
|||||
|
2021
Q2 | $979K | Hold |
|
|||||
|
2021
Q1 | $923K | Sell |
|
|||||
|
2020
Q4 | $724K | Buy |
|
|||||
|
2020
Q3 | $548K | Hold |
|
|||||
|
2020
Q2 | $518K | Hold |
|
|||||
|
2020
Q1 | $476K | Buy |
|