Atria Wealth Solutions’s T Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$629K Sell
6,493
-3,427
-35% -$332K 0.01% 820
2025
Q1
$911K Buy
9,920
+46
+0.5% +$4.23K 0.01% 921
2024
Q4
$1.12M Sell
9,874
-2,093
-17% -$237K 0.01% 880
2024
Q3
$1.3M Sell
11,967
-940
-7% -$102K 0.01% 812
2024
Q2
$1.49M Buy
12,907
+1,158
+10% +$134K 0.02% 733
2024
Q1
$1.43M Buy
11,749
+3,035
+35% +$370K 0.02% 750
2023
Q4
$939K Buy
8,714
+4,119
+90% +$444K 0.01% 881
2023
Q3
$482K Sell
4,595
-92
-2% -$9.65K 0.01% 1137
2023
Q2
$525K Buy
4,687
+2,553
+120% +$286K 0.01% 1128
2023
Q1
$241K Buy
2,134
+103
+5% +$11.6K ﹤0.01% 1543
2022
Q4
$221K Buy
+2,031
New +$221K ﹤0.01% 1536
2022
Q3
Sell
-1,805
Closed -$205K 1823
2022
Q2
$205K Sell
1,805
-1,960
-52% -$223K ﹤0.01% 1419
2022
Q1
$570K Buy
+3,765
New +$570K 0.01% 993