Rothschild Investment LLC’s Terex TEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.34K Buy
200
+40
+25% +$1.87K ﹤0.01% 1242
2025
Q1
$6.05K Buy
160
+90
+129% +$3.4K ﹤0.01% 1347
2024
Q4
$3.24K Hold
70
﹤0.01% 1532
2024
Q3
$3.7K Sell
70
-8,120
-99% -$430K ﹤0.01% 1404
2024
Q2
$449K Buy
8,190
+8,185
+163,700% +$449K 0.03% 350
2024
Q1
$322 Buy
+5
New +$322 ﹤0.01% 1526
2018
Q1
Sell
-27,950
Closed -$1.35M 408
2017
Q4
$1.35M Hold
27,950
0.15% 163
2017
Q3
$1.26M Sell
27,950
-9,750
-26% -$439K 0.14% 169
2017
Q2
$1.41M Hold
37,700
0.16% 163
2017
Q1
$1.18M Hold
37,700
0.14% 183
2016
Q4
$1.19M Sell
37,700
-1,051
-3% -$33.1K 0.14% 173
2016
Q3
$985K Sell
38,751
-149
-0.4% -$3.79K 0.12% 184
2016
Q2
$790K Sell
38,900
-1,200
-3% -$24.4K 0.1% 200
2016
Q1
$998K Sell
40,100
-4,979
-11% -$124K 0.13% 175
2015
Q4
$833K Hold
45,079
0.11% 203
2015
Q3
$809K Buy
45,079
+6,800
+18% +$122K 0.11% 203
2015
Q2
$890K Buy
38,279
+7,675
+25% +$178K 0.1% 213
2015
Q1
$814K Buy
30,604
+3,000
+11% +$79.8K 0.1% 215
2014
Q4
$770K Sell
27,604
-1,975
-7% -$55.1K 0.09% 220
2014
Q3
$940K Buy
29,579
+11,604
+65% +$369K 0.11% 197
2014
Q2
$739K Sell
17,975
-575
-3% -$23.6K 0.09% 205
2014
Q1
$822K Sell
18,550
-1,675
-8% -$74.2K 0.11% 191
2013
Q4
$849K Sell
20,225
-900
-4% -$37.8K 0.12% 182
2013
Q3
$710K Hold
21,125
0.1% 197
2013
Q2
$556K Buy
+21,125
New +$556K 0.09% 215