Raymond James Financial’s CS Disco LAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.3K Sell
9,000
-1,000
-10% -$4.37K ﹤0.01% 5217
2025
Q1
$40.9K Sell
10,000
-2,000
-17% -$8.18K ﹤0.01% 4598
2024
Q4
$59.9K Buy
+12,000
New +$59.9K ﹤0.01% 4540