LFA
Legacy Financial Advisors’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,435
| Closed | -$591K | – | 410 |
|
|
2025
Q1 | $591K | Sell |
6,435
-567
| -8% | -$52.1K | 0.1% | 170 |
|
|
2024
Q4 | $792K | Sell |
7,002
-351
| -5% | -$39.7K | 0.13% | 129 |
|
|
2024
Q3 | $801K | Sell |
7,353
-261
| -3% | -$28.4K | 0.13% | 125 |
|
|
2024
Q2 | $878K | Sell |
7,614
-8
| -0.1% | -$922 | 0.16% | 108 |
|
|
2024
Q1 | $929K | Buy |
7,622
+342
| +5% | +$41.7K | 0.17% | 103 |
|
|
2023
Q4 | $784K | Buy |
7,280
+1,048
| +17% | +$113K | 0.15% | 108 |
|
|
2023
Q3 | $654K | Buy |
6,232
+132
| +2% | +$13.8K | 0.13% | 104 |
|
|
2023
Q2 | $683K | Buy |
6,100
+560
| +10% | +$62.7K | 0.13% | 93 |
|
|
2023
Q1 | $626K | Buy |
+5,540
| New | +$626K | 0.13% | 97 |
|
|
2019
Q2 | – | Sell |
-237
| Closed | -$24K | – | 839 |
|
|
2019
Q1 | $24K | Buy |
237
+100
| +73% | +$10.1K | 0.01% | 417 |
|
|
2018
Q4 | $13K | Sell |
137
-33
| -19% | -$3.13K | 0.01% | 506 |
|
|
2018
Q3 | $18K | Hold |
170
| – | – | 0.01% | 393 |
|
|
2018
Q2 | $20K | Hold |
170
| – | – | 0.01% | 384 |
|
|
2018
Q1 | $18K | Buy |
170
+28
| +20% | +$2.97K | 0.01% | 384 |
|
|
2017
Q4 | $14K | Buy |
+142
| New | +$14K | 0.01% | 423 |
|