Raymond James Financial
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Raymond James Financial’s Root ROOT Stock Holding History

Raymond James Financial’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.27M Sell
25,543
-187
-0.7% -$23.9K ﹤0.01% 2690
2025
Q1 		$3.43M Sell
25,730
-1,164
-4% -$155K ﹤0.01% 2592
2024
Q4 		$1.95M Buy
+26,894
New +$1.95M ﹤0.01% 2987