Raymond James Financial’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.25M Sell
79,985
-180,095
-69% -$7.32M ﹤0.01% 2695
2025
Q1
$10.6M Sell
260,080
-117,838
-31% -$4.82M ﹤0.01% 1767
2024
Q4
$21.8M Buy
+377,918
New +$21.8M 0.01% 1239