Raymond James Financial’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$685K Sell
28,325
-503
-2% -$12.2K ﹤0.01% 3793
2025
Q1
$565K Sell
28,828
-22,409
-44% -$439K ﹤0.01% 3847
2024
Q4
$1.15M Buy
+51,237
New +$1.15M ﹤0.01% 3347