Root Financial Partners’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Buy |
+6,308
| New | +$921K | 0.09% | 78 |
|
|
2025
Q1 | – | Sell |
-5,709
| Closed | -$661K | – | 224 |
|
|
2024
Q4 | $661K | Buy |
5,709
+1,412
| +33% | +$163K | 0.08% | 94 |
|
|
2024
Q3 | $521K | Buy |
4,297
+347
| +9% | +$42K | 0.08% | 88 |
|
|
2024
Q2 | $397K | Sell |
3,950
-101
| -2% | -$10.1K | 0.09% | 80 |
|
|
2024
Q1 | $395K | Buy |
4,051
+161
| +4% | +$15.7K | 0.12% | 66 |
|
|
2023
Q4 | $327K | Sell |
3,890
-5
| -0.1% | -$421 | 0.12% | 61 |
|
|
2023
Q3 | $280K | Sell |
3,895
-318
| -8% | -$22.9K | 0.15% | 56 |
|
|
2023
Q2 | $413K | Sell |
4,213
-25
| -0.6% | -$2.45K | 0.25% | 46 |
|
|
2023
Q1 | $415K | Buy |
+4,238
| New | +$415K | 0.3% | 45 |
|