Raymond James & Associates’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,937
| Closed | -$240K | – | 4003 |
|
|
2024
Q1 | $240K | Sell |
3,937
-48,779
| -93% | -$2.98M | ﹤0.01% | 3483 |
|
|
2023
Q4 | $552K | Sell |
52,716
-85,603
| -62% | -$897K | ﹤0.01% | 2887 |
|
|
2023
Q3 | $1.32M | Buy |
+138,319
| New | +$1.32M | ﹤0.01% | 2270 |
|
|
2022
Q2 | – | Sell |
-616
| Closed | -$22K | – | 3988 |
|
|
2022
Q1 | $22K | Buy |
+616
| New | +$22K | ﹤0.01% | 3881 |
|
|
2021
Q4 | – | Sell |
-939
| Closed | -$89K | – | 4061 |
|
|
2021
Q3 | $89K | Sell |
939
-1,022
| -52% | -$96.9K | ﹤0.01% | 3805 |
|
|
2021
Q2 | $382K | Buy |
+1,961
| New | +$382K | ﹤0.01% | 3255 |
|