Financial Advocates Investment Management’s T Rowe Price TROW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,992
Closed -$365K 790
2024
Q1
$365K Sell
2,992
-19
-0.6% -$2.32K 0.02% 526
2023
Q4
$324K Buy
3,011
+87
+3% +$9.37K 0.02% 532
2023
Q3
$307K Sell
2,924
-1,201
-29% -$126K 0.02% 510
2023
Q2
$462K Buy
+4,125
New +$462K 0.03% 422
2022
Q1
Sell
-1,607
Closed -$316K 809
2021
Q4
$316K Buy
1,607
+503
+46% +$98.9K 0.02% 614
2021
Q3
$217K Buy
+1,104
New +$217K 0.01% 682