LPL Financial’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+1,876
| New | +$240K | ﹤0.01% | 4825 |
|
|
2022
Q1 | – | Sell |
-1,282
| Closed | -$72K | – | 4335 |
|
|
2021
Q4 | $72K | Buy |
1,282
+145
| +13% | +$8.14K | ﹤0.01% | 4174 |
|
|
2021
Q3 | $108K | Buy |
1,137
+463
| +69% | +$44K | ﹤0.01% | 4096 |
|
|
2021
Q2 | $131K | Buy |
+674
| New | +$131K | ﹤0.01% | 3983 |
|