Integrated Wealth Concepts’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
8,598
+4,040
| +89% | +$228K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $246K | Sell |
4,558
-423
| -8% | -$22.9K | ﹤0.01% | 1516 |
|
|
2024
Q4 | $231K | Buy |
4,981
+54
| +1% | +$2.5K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $249K | Buy |
4,927
+51
| +1% | +$2.58K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $238K | Buy |
4,876
+107
| +2% | +$5.22K | ﹤0.01% | 1445 |
|
|
2024
Q1 | $221K | Sell |
4,769
-10,117
| -68% | -$468K | ﹤0.01% | 1479 |
|
|
2023
Q4 | $650K | Buy |
+14,886
| New | +$650K | 0.01% | 892 |
|
|
2023
Q3 | – | Sell |
-5,199
| Closed | -$223K | – | 1615 |
|
|
2023
Q2 | $223K | Buy |
+5,199
| New | +$223K | ﹤0.01% | 1373 |
|