Bank of America’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Sell |
32,711
-41,074
| -56% | -$5.26M | ﹤0.01% | 3467 |
|
|
2025
Q1 | $9.85M | Buy |
73,785
+15,187
| +26% | +$2.03M | ﹤0.01% | 2681 |
|
|
2024
Q4 | $4.25M | Buy |
58,598
+10,026
| +21% | +$728K | ﹤0.01% | 3163 |
|
|
2024
Q3 | $1.84M | Buy |
48,572
+36,210
| +293% | +$1.37M | ﹤0.01% | 3903 |
|
|
2024
Q2 | $638K | Sell |
12,362
-9,139
| -43% | -$472K | ﹤0.01% | 4439 |
|
|
2024
Q1 | $1.31M | Buy |
21,501
+13,994
| +186% | +$855K | ﹤0.01% | 3999 |
|
|
2023
Q4 | $78.7K | Buy |
7,507
+7,025
| +1,457% | +$73.6K | ﹤0.01% | 5545 |
|
|
2023
Q3 | $4.58K | Sell |
482
-1,710
| -78% | -$16.3K | ﹤0.01% | 6092 |
|
|
2023
Q2 | $19.6K | Sell |
2,192
-10,446
| -83% | -$93.4K | ﹤0.01% | 5835 |
|
|
2023
Q1 | $57K | Sell |
12,638
-1,574
| -11% | -$7.1K | ﹤0.01% | 5657 |
|
|
2022
Q4 | $63.8K | Buy |
14,212
+4,709
| +50% | +$21.1K | ﹤0.01% | 5634 |
|
|
2022
Q3 | $74K | Buy |
9,503
+8,226
| +644% | +$64.1K | ﹤0.01% | 5663 |
|
|
2022
Q2 | $28K | Sell |
1,277
-418
| -25% | -$9.17K | ﹤0.01% | 6262 |
|
|
2022
Q1 | $60K | Buy |
1,695
+172
| +11% | +$6.09K | ﹤0.01% | 6308 |
|
|
2021
Q4 | $85K | Sell |
1,523
-1,647
| -52% | -$91.9K | ﹤0.01% | 6117 |
|
|
2021
Q3 | $300K | Buy |
3,170
+3,075
| +3,237% | +$291K | ﹤0.01% | 5187 |
|
|
2021
Q2 | $18K | Sell |
95
-393
| -81% | -$74.5K | ﹤0.01% | 6347 |
|
|
2021
Q1 | $112K | Buy |
488
+393
| +414% | +$90.2K | ﹤0.01% | 5664 |
|
|
2020
Q4 | $27K | Buy |
+95
| New | +$27K | ﹤0.01% | 5749 |
|