Briaud Financial Planning’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51K | Hold |
909
| – | – | 0.02% | 96 |
|
2025
Q1 | $49K | Hold |
909
| – | – | 0.02% | 88 |
|
2024
Q4 | $42K | Hold |
909
| – | – | 0.02% | 85 |
|
2024
Q3 | $45K | Hold |
909
| – | – | 0.02% | 64 |
|
2024
Q2 | $44K | Hold |
909
| – | – | 0.03% | 60 |
|
2024
Q1 | $43K | Buy |
+909
| New | +$43K | 0.02% | 57 |
|
2023
Q4 | – | Sell |
-2,633
| Closed | -$98K | – | 129 |
|
2023
Q3 | $98K | Buy |
+2,633
| New | +$98K | 0.08% | 36 |
|
2023
Q1 | – | Sell |
-7,627
| Closed | -$278K | – | 24 |
|
2022
Q4 | $278K | Sell |
7,627
-684
| -8% | -$24.9K | 0.23% | 16 |
|
2022
Q3 | $347K | Buy |
+8,311
| New | +$347K | 0.31% | 16 |
|