Rockefeller Capital Management

Rockefeller Capital Management’s Green Dot GDOT Stock Holding History

Rockefeller Capital Management’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-48,991	Closed	-$528K	–	4432
2025 Q2	$528K	Sell	48,991 -19,922	-29%	-$180K	﹤0.01%	1538
2025 Q1	$582K	Buy	+68,913	New	+$584K	﹤0.01%	1437
2023 Q1	–	Sell	-47	Closed	–	–	2723
2022 Q4	$0	Hold	47	–	–	﹤0.01%	3983
2022 Q3	$0	Sell	47 -38	-45%	-$876	﹤0.01%	4052
2022 Q2	$2K	Buy	+85	New	+$2.3K	﹤0.01%	3777
2021 Q2	–	Sell	-180	Closed	-$8K	–	3498
2021 Q1	$8K	Buy	+180	New	+$9.38K	﹤0.01%	2687
2020 Q4	–	Sell	-175	Closed	-$8K	–	2906
2020 Q3	$8K	Sell	175 -11,585	-99%	-$594K	﹤0.01%	2075
2020 Q2	$577K	Buy	11,760 +11,585	+6,620%	+$392K	0.01%	661
2020 Q1	$4K	Sell	175 -75	-30%	-$2.16K	﹤0.01%	2013
2019 Q4	$6K	Sell	250 -25	-9%	-$623	﹤0.01%	1741
2019 Q3	$7K	Buy	+275	New	+$10.2K	﹤0.01%	1526
2019 Q2	–	Sell	-141	Closed	-$9K	–	1771
2019 Q1	$9K	Buy	+141	New	+$9.83K	﹤0.01%	1499

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