Raymond James Financial’s Special Opportunities Fund SPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Buy
31,197
+2,082
+7% +$32.3K ﹤0.01% 4011
2025
Q1
$437K Sell
29,115
-1,869
-6% -$28.1K ﹤0.01% 3982
2024
Q4
$453K Buy
+30,984
New +$453K ﹤0.01% 3952