Raymond James Financial’s Ibotta IBTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Sell
28,159
-4,500
-14% -$165K ﹤0.01% 3556
2025
Q1
$1.38M Sell
32,659
-204
-0.6% -$8.61K ﹤0.01% 3250
2024
Q4
$2.14M Buy
+32,863
New +$2.14M ﹤0.01% 2917