Root Financial Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
550
+112
| +26% | +$118K | 0.06% | 111 |
|
|
2025
Q1 | $414K | Sell |
438
-72
| -14% | -$68.1K | 0.04% | 130 |
|
|
2024
Q4 | $523K | Buy |
510
+150
| +42% | +$154K | 0.06% | 109 |
|
|
2024
Q3 | $342K | Buy |
360
+10
| +3% | +$9.49K | 0.05% | 116 |
|
|
2024
Q2 | $275K | Sell |
350
-3
| -0.8% | -$2.36K | 0.06% | 97 |
|
|
2024
Q1 | $294K | Buy |
353
+58
| +20% | +$48.3K | 0.09% | 81 |
|
|
2023
Q4 | $239K | Buy |
+295
| New | +$239K | 0.09% | 71 |
|
|
2023
Q3 | – | Sell |
-553
| Closed | -$382K | – | 69 |
|
|
2023
Q2 | $382K | Buy |
553
+1
| +0.2% | +$691 | 0.23% | 47 |
|
|
2023
Q1 | $369K | Buy |
+552
| New | +$369K | 0.26% | 46 |
|