IFP 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 | $456K | Buy |
3,749
+20
| +0.5% | +$2.43K | 0.01% | 872 |
|
|
2025
Q1 | $343K | Sell |
3,729
-63
| -2% | -$5.79K | 0.01% | 929 |
|
|
2024
Q4 | $429K | Buy |
3,792
+119
| +3% | +$13.5K | 0.01% | 792 |
|
|
2024
Q3 | $400K | Buy |
3,673
+228
| +7% | +$24.8K | 0.01% | 778 |
|
|
2024
Q2 | $397K | Sell |
3,445
-77
| -2% | -$8.88K | 0.02% | 736 |
|
|
2024
Q1 | $429K | Sell |
3,522
-505
| -13% | -$61.6K | 0.02% | 661 |
|
|
2023
Q4 | $434K | Sell |
4,027
-278
| -6% | -$29.9K | 0.02% | 623 |
|
|
2023
Q3 | $451K | Sell |
4,305
-397
| -8% | -$41.6K | 0.02% | 633 |
|
|
2023
Q2 | $527K | Sell |
4,702
-16
| -0.3% | -$1.79K | 0.02% | 631 |
|
|
2023
Q1 | $580K | Sell |
4,718
-7,017
| -60% | -$862K | 0.03% | 548 |
|
|
2022
Q4 | $1.44M | Buy |
11,735
+446
| +4% | +$54.6K | 0.04% | 475 |
|
|
2022
Q3 | $1.39M | Buy |
11,289
+1,642
| +17% | +$202K | 0.04% | 525 |
|
|
2022
Q2 | $1.19M | Hold |
9,647
| – | – | 0.04% | 525 |
|
|
2022
Q1 | $1.19M | Buy |
9,647
+7,762
| +412% | +$954K | 0.04% | 525 |
|
|
2021
Q4 | $372K | Buy |
1,885
+67
| +4% | +$13.2K | 0.01% | 695 |
|
|
2021
Q3 | $359K | Buy |
1,818
+407
| +29% | +$80.4K | 0.01% | 686 |
|
|
2021
Q2 | $283K | Buy |
1,411
+653
| +86% | +$131K | 0.01% | 747 |
|
|
2021
Q1 | $129K | Sell |
758
-297
| -28% | -$50.5K | ﹤0.01% | 1048 |
|
|
2020
Q4 | $161K | Sell |
1,055
-3
| -0.3% | -$458 | 0.01% | 905 |
|
|
2020
Q3 | $136K | Sell |
1,058
-43
| -4% | -$5.53K | 0.01% | 853 |
|
|
2020
Q2 | $133K | Sell |
1,101
-304
| -22% | -$36.7K | 0.01% | 814 |
|
|
2020
Q1 | $141K | Sell |
1,405
-260
| -16% | -$26.1K | 0.01% | 698 |
|
|
2019
Q4 | $202K | Sell |
1,665
-704
| -30% | -$85.4K | 0.02% | 659 |
|
|
2019
Q3 | $264K | Buy |
+2,369
| New | +$264K | 0.02% | 673 |
|
|
2019
Q1 | $76K | Sell |
761
-2,749
| -78% | -$275K | 0.01% | 799 |
|
|
2018
Q4 | $321K | Sell |
3,510
-850
| -19% | -$77.7K | 0.02% | 688 |
|
|
2018
Q3 | $476K | Buy |
4,360
+586
| +16% | +$64K | 0.02% | 681 |
|
|
2018
Q2 | $438K | Buy |
3,774
+109
| +3% | +$12.7K | 0.02% | 716 |
|
|
2018
Q1 | $385K | Hold |
3,665
| – | – | 0.02% | 723 |
|
|
2017
Q4 | $385K | Sell |
3,665
-1,721
| -32% | -$181K | 0.02% | 719 |
|
|
2017
Q3 | $488K | Sell |
5,386
-1,287
| -19% | -$117K | 0.02% | 701 |
|
|
2017
Q2 | $495K | Buy |
6,673
+738
| +12% | +$54.7K | 0.02% | 686 |
|
|
2017
Q1 | $404K | Sell |
5,935
-3,847
| -39% | -$262K | 0.02% | 772 |
|
|
2016
Q4 | $736K | Buy |
9,782
+1,563
| +19% | +$118K | 0.04% | 476 |
|
|
2016
Q3 | $547K | Buy |
8,219
+28
| +0.3% | +$1.86K | 0.03% | 530 |
|
|
2016
Q2 | $598K | Buy |
8,191
+7,430
| +976% | +$542K | 0.03% | 491 |
|
|
2016
Q1 | $76K | Sell |
761
-4,978
| -87% | -$497K | 0.01% | 799 |
|
|
2015
Q4 | $410K | Buy |
+5,739
| New | +$410K | 0.03% | 547 |
|