AE Wealth Management’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $270K | Buy |
5,053
+284
| +6% | +$16.9K | ﹤0.01% | 1444 |
|
|
2025
Q4 | $286K | Buy |
+4,769
| New | +$280K | ﹤0.01% | 1331 |
|
|
2024
Q1 | – | Sell |
-28,760
| Closed | -$1.24M | – | 1805 |
|
|
2023
Q4 | $1.24M | Sell |
28,760
-23,085
| -45% | -$898K | 0.01% | 1076 |
|
|
2023
Q3 | $1.94M | Buy |
51,845
+37,966
| +274% | +$1.53M | 0.01% | 860 |
|
|
2023
Q2 | $594K | Sell |
13,879
-35,908
| -72% | -$1.46M | ﹤0.01% | 1299 |
|
|
2023
Q1 | $1.87M | Buy |
49,787
+20,652
| +71% | +$745K | 0.01% | 834 |
|
|
2022
Q4 | $1.06M | Sell |
29,135
-298
| -1% | -$11.6K | 0.01% | 959 |
|
|
2022
Q3 | $1.02M | Sell |
29,433
-8,294
| -22% | -$299K | 0.01% | 931 |
|
|
2022
Q2 | $1.32M | Sell |
37,727
-239
| -0.6% | -$8.21K | 0.01% | 799 |
|
|
2022
Q1 | $1.33M | Sell |
37,966
-6,017
| -14% | -$195K | 0.01% | 828 |
|
|
2021
Q4 | $1.5M | Buy |
43,983
+5,728
| +15% | +$201K | 0.01% | 791 |
|
|
2021
Q3 | $1.35M | Buy |
38,255
+1,133
| +3% | +$42.4K | 0.01% | 774 |
|
|
2021
Q2 | $1.27M | Buy |
37,122
+82
| +0.2% | +$2.86K | 0.01% | 759 |
|
|
2021
Q1 | $1.27M | Sell |
37,040
-1,659
| -4% | -$59.4K | 0.01% | 697 |
|
|
2020
Q4 | $1.51M | Buy |
38,699
+581
| +2% | +$22.5K | 0.02% | 579 |
|
|
2020
Q3 | $1.38M | Buy |
38,118
+1,165
| +3% | +$40.3K | 0.02% | 538 |
|
|
2020
Q2 | $1.04M | Sell |
36,953
-3,022
| -8% | -$80.9K | 0.02% | 606 |
|
|
2020
Q1 | $963K | Buy |
39,975
+1,828
| +5% | +$45.1K | 0.02% | 500 |
|
|
2019
Q4 | $843K | Sell |
38,147
-12,388
| -25% | -$294K | 0.02% | 565 |
|
|
2019
Q3 | $1.15M | Buy |
50,535
+29,088
| +136% | +$668K | 0.03% | 413 |
|
|
2019
Q2 | $513K | Buy |
21,447
+55
| +0.3% | +$1.42K | 0.02% | 583 |
|
|
2019
Q1 | $594K | Buy |
+21,392
| New | +$556K | 0.04% | 309 |
|
|
2018
Q4 | – | Sell |
-8,570
| Closed | -$231K | – | 578 |
|
|
2018
Q3 | $231K | Buy |
+8,570
| New | +$221K | 0.01% | 522 |
|
Other funds holding ROL
VCM
VPM
