Rockefeller Capital Management
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Rockefeller Capital Management’s Clear Secure YOU Stock Holding History

Rockefeller Capital Management’s Portfolio YOU Stock Details YOU Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$19.2K Buy
2023
Q1 		– Sell
2022
Q4 		$24K Sell
2022
Q3 		$32K Sell
2022
Q2 		$42K Hold
2022
Q1 		$57K Hold
2021
Q4 		$66K Buy
2021
Q3 		$12K Buy