LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Roblox RBLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-700
| Closed | -$29.2K | – | 578 |
|
|
2024
Q3 | $29.2K | Hold |
700
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $28.9K | Sell |
700
-150
| -18% | -$6.19K | ﹤0.01% | 428 |
|
|
2024
Q1 | $29.7K | Hold |
850
| – | – | ﹤0.01% | 432 |
|
|
2023
Q4 | $33K | Hold |
850
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $28.5K | Sell |
850
-2,574
| -75% | -$86.4K | ﹤0.01% | 459 |
|
|
2023
Q2 | $138K | Hold |
3,424
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $154K | Hold |
3,424
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $97.4K | Hold |
3,424
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $123K | Hold |
3,424
| – | – | ﹤0.01% | 326 |
|
|
2022
Q2 | $113K | Hold |
3,424
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $158K | Hold |
3,424
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $353K | Buy |
3,424
+150
| +5% | +$15.5K | ﹤0.01% | 246 |
|
|
2021
Q3 | $247K | Hold |
3,274
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $295K | Buy |
+3,274
| New | +$295K | ﹤0.01% | 272 |
|