Osaic Holdings’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Sell |
403
-805
| -67% | -$68.8K | ﹤0.01% | 4961 |
|
|
2025
Q1 | $161K | Buy |
1,208
+385
| +47% | +$51.4K | ﹤0.01% | 3806 |
|
|
2024
Q4 | $59.7K | Sell |
823
-199
| -19% | -$14.4K | ﹤0.01% | 4559 |
|
|
2024
Q3 | $38.6K | Hold |
1,022
| – | – | ﹤0.01% | 4900 |
|
|
2024
Q2 | $52.7K | Sell |
1,022
-11,335
| -92% | -$585K | ﹤0.01% | 4616 |
|
|
2024
Q1 | $755K | Buy |
12,357
+11,467
| +1,288% | +$700K | ﹤0.01% | 2586 |
|
|
2023
Q4 | $9.33K | Hold |
890
| – | – | ﹤0.01% | 5820 |
|
|
2023
Q3 | $8.46K | Buy |
890
+23
| +3% | +$219 | ﹤0.01% | 5963 |
|
|
2023
Q2 | $7.75K | Sell |
867
-5
| -0.6% | -$45 | ﹤0.01% | 6042 |
|
|
2023
Q1 | $3.93K | Hold |
872
| – | – | ﹤0.01% | 6372 |
|
|
2022
Q4 | $3K | Sell |
872
-224
| -20% | -$771 | ﹤0.01% | 6486 |
|
|
2022
Q3 | $8K | Sell |
1,096
-247
| -18% | -$1.8K | ﹤0.01% | 6111 |
|
|
2022
Q2 | $28K | Sell |
1,343
-190
| -12% | -$3.96K | ﹤0.01% | 5374 |
|
|
2022
Q1 | $54K | Buy |
1,533
+336
| +28% | +$11.8K | ﹤0.01% | 5027 |
|
|
2021
Q4 | $66K | Buy |
1,197
+146
| +14% | +$8.05K | ﹤0.01% | 4922 |
|
|
2021
Q3 | $101K | Buy |
1,051
+248
| +31% | +$23.8K | ﹤0.01% | 4517 |
|
|
2021
Q2 | $156K | Buy |
803
+370
| +85% | +$71.9K | ﹤0.01% | 4088 |
|
|
2021
Q1 | $100K | Buy |
433
+226
| +109% | +$52.2K | ﹤0.01% | 4339 |
|
|
2020
Q4 | $59K | Buy |
+207
| New | +$59K | ﹤0.01% | 4432 |
|