Raymond James Financial’s XP XP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$794K Sell
39,320
-40,792
-51% -$824K ﹤0.01% 3708
2025
Q1
$1.1M Buy
80,112
+48,198
+151% +$663K ﹤0.01% 3408
2024
Q4
$378K Buy
+31,914
New +$378K ﹤0.01% 4032