Raymond James Financial
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Raymond James Financial’s Heartbeam BEAT Stock Holding History

Raymond James Financial’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.2K Buy
28,178
+14,242
+102% +$17.8K ﹤0.01% 5260
2025
Q1 		$28K Buy
+13,936
New +$28K ﹤0.01% 4630