Raymond James Financial Services Advisors’s Li Auto LI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,766
| Closed | -$216K | – | 3431 |
|
|
2023
Q4 | $216K | Sell |
5,766
-691
| -11% | -$25.9K | ﹤0.01% | 2933 |
|
|
2023
Q3 | $230K | Buy |
6,457
+200
| +3% | +$7.13K | ﹤0.01% | 2835 |
|
|
2023
Q2 | $220K | Buy |
+6,257
| New | +$220K | ﹤0.01% | 2864 |
|
|
2021
Q3 | – | Sell |
-11,444
| Closed | -$400K | – | 3293 |
|
|
2021
Q2 | $400K | Buy |
+11,444
| New | +$400K | ﹤0.01% | 2522 |
|