Raymond James Financial’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.6K	Buy	+1,516	New	+$53.6K	﹤0.01%	5099
2025 Q1	–	Sell	-11,155	Closed	-$595K	–	4870
2024 Q4	$595K	Buy	+11,155	New	+$595K	﹤0.01%	3781