Raymond James Financial Services Advisors’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.02M | Buy |
26,963
+2,409
| +10% | +$91K | ﹤0.01% | 2155 |
|
|
2024
Q2 | $1.27M | Sell |
24,554
-841
| -3% | -$43.4K | ﹤0.01% | 1936 |
|
|
2024
Q1 | $1.55M | Sell |
25,395
-8,987
| -26% | -$549K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $360K | Buy |
34,382
+9,390
| +38% | +$98.4K | ﹤0.01% | 2616 |
|
|
2023
Q3 | $238K | Buy |
24,992
+14,913
| +148% | +$142K | ﹤0.01% | 2808 |
|
|
2023
Q2 | $90.1K | Buy |
+10,079
| New | +$90.1K | ﹤0.01% | 3071 |
|