Raymond James Financial’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.39M	Buy	158,316 +52,866	+50%	+$1.47M	﹤0.01%	2462
2025 Q1	$2.73M	Buy	105,450 +41,812	+66%	+$1.08M	﹤0.01%	2766
2024 Q4	$1.7M	Buy	+63,638	New	+$1.7M	﹤0.01%	3077