Principal Financial Group’s Root ROOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.6M Buy
+35,956
New +$4.6M ﹤0.01% 1606
2021
Q1
Sell
-556
Closed -$157K 2501
2020
Q4
$157K Buy
+556
New +$157K ﹤0.01% 2327