Farther Finance Advisors’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
$704K Sell
7,299
-650
-8% -$62.7K 0.01% 744
2025
Q1
$733K Buy
7,949
+3,427
+76% +$316K 0.02% 627
2024
Q4
$511K Sell
4,522
-242
-5% -$27.4K 0.02% 573
2024
Q3
$519K Buy
4,764
+1,128
+31% +$123K 0.02% 576
2024
Q2
$414K Sell
3,636
-19
-0.5% -$2.16K 0.02% 553
2024
Q1
$440K Buy
3,655
+2,401
+191% +$289K 0.03% 429
2023
Q4
$135K Buy
1,254
+159
+15% +$17.1K 0.01% 689
2023
Q3
$115K Buy
1,095
+93
+9% +$9.75K 0.02% 516
2023
Q2
$112K Buy
1,002
+135
+16% +$15.1K 0.02% 430
2023
Q1
$97.9K Sell
867
-6
-0.7% -$677 0.03% 413
2022
Q4
$95.2K Buy
+873
New +$95.2K 0.04% 337