SC&H Financial Advisors’s T. Rowe Price TROW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,105	Closed	-$216K	–	161
2025 Q4	$216K	Buy	2,105 +4	+0.2%	+$413	0.03%	156
2025 Q3	$216K	Sell	2,101 -1,689	-45%	-$178K	0.04%	144
2025 Q2	$366K	Buy	3,790 +5	+0.1%	+$459	0.06%	103
2025 Q1	$348K	Buy	3,785 +5	+0.1%	+$528	0.07%	108
2024 Q4	$428K	Buy	3,780 +1,821	+93%	+$211K	0.09%	95
2024 Q3	$213K	Buy	1,959 +180	+10%	+$19.8K	0.05%	148
2024 Q2	$205K	Hold	1,779	–	–	0.05%	138
2024 Q1	$217K	Buy	+1,779	New	+$199K	0.06%	135
2023 Q2	–	Sell	-1,779	Closed	-$201K	–	139
2023 Q1	$201K	Buy	+1,779	New	+$203K	0.07%	130
2022 Q3	–	Sell	-1,779	Closed	-$202K	–	135
2022 Q2	$202K	Hold	1,779	–	–	0.09%	135
2022 Q1	$269K	Hold	1,779	–	–	0.13%	129
2021 Q4	$350K	Buy	+1,779	New	+$361K	0.19%	111