Raymond James Financial’s Serve Robotics SERV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.23M Buy
282,306
+182,402
+183% +$2.09M ﹤0.01% 2698
2025
Q1
$574K Sell
99,904
-46,588
-32% -$268K ﹤0.01% 3829
2024
Q4
$1.98M Buy
+146,492
New +$1.98M ﹤0.01% 2980