Root Financial Partners’s Spotify SPOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.03M Buy
1,343
+187
+16% +$143K 0.1% 72
2025
Q1
$636K Sell
1,156
-63
-5% -$34.7K 0.07% 93
2024
Q4
$545K Buy
1,219
+9
+0.7% +$4.03K 0.07% 107
2024
Q3
$446K Buy
1,210
+99
+9% +$36.5K 0.07% 100
2024
Q2
$349K Buy
1,111
+2
+0.2% +$628 0.08% 85
2024
Q1
$293K Buy
+1,109
New +$293K 0.09% 83