Fidelity Investments’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.27M | Buy |
25,585
+735
| +3% | +$94.1K | ﹤0.01% | 2315 |
|
|
2025
Q1 | $3.32M | Sell |
24,850
-11,319
| -31% | -$1.51M | ﹤0.01% | 2294 |
|
|
2024
Q4 | $2.63M | Buy |
36,169
+18,129
| +100% | +$1.32M | ﹤0.01% | 2351 |
|
|
2024
Q3 | $682K | Buy |
18,040
+16,348
| +966% | +$618K | ﹤0.01% | 2740 |
|
|
2024
Q2 | $87.3K | Sell |
1,692
-803
| -32% | -$41.4K | ﹤0.01% | 3350 |
|
|
2024
Q1 | $152K | Sell |
2,495
-184
| -7% | -$11.2K | ﹤0.01% | 3118 |
|
|
2023
Q4 | $28.1K | Hold |
2,679
| – | – | ﹤0.01% | 3775 |
|
|
2023
Q3 | $25.5K | Sell |
2,679
-31
| -1% | -$295 | ﹤0.01% | 3685 |
|
|
2023
Q2 | $24.2K | Sell |
2,710
-2,112
| -44% | -$18.9K | ﹤0.01% | 3760 |
|
|
2023
Q1 | $21.7K | Buy |
4,822
+4,495
| +1,375% | +$20.3K | ﹤0.01% | 3808 |
|
|
2022
Q4 | $1.47K | Buy |
327
+138
| +73% | +$620 | ﹤0.01% | 4581 |
|
|
2022
Q3 | $1K | Buy |
189
+111
| +142% | +$587 | ﹤0.01% | 4731 |
|
|
2022
Q2 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 4589 |
|
|
2022
Q1 | – | Sell |
-1,056
| Closed | -$59K | – | 5408 |
|
|
2021
Q4 | $59K | Buy |
+1,056
| New | +$59K | ﹤0.01% | 3196 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4928 |
|
|
2021
Q2 | – | Sell |
-22
| Closed | -$5K | – | 4777 |
|
|
2021
Q1 | $5K | Buy |
22
+21
| +2,100% | +$4.77K | ﹤0.01% | 3557 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4228 |
|