Raymond James Financial’s Climb Global Solutions CLMB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.36M Buy
12,694
+1,502
+13% +$161K ﹤0.01% 3362
2025
Q1
$1.24M Sell
11,192
-240
-2% -$26.6K ﹤0.01% 3314
2024
Q4
$1.45M Buy
+11,432
New +$1.45M ﹤0.01% 3191