SC&H Financial Advisors’s T Rowe Price TROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
3,790
+5
| +0.1% | +$482 | 0.06% | 103 |
|
|
2025
Q1 | $348K | Buy |
3,785
+5
| +0.1% | +$459 | 0.07% | 108 |
|
|
2024
Q4 | $428K | Buy |
3,780
+1,821
| +93% | +$206K | 0.09% | 95 |
|
|
2024
Q3 | $213K | Buy |
1,959
+180
| +10% | +$19.6K | 0.05% | 148 |
|
|
2024
Q2 | $205K | Hold |
1,779
| – | – | 0.05% | 138 |
|
|
2024
Q1 | $217K | Buy |
+1,779
| New | +$217K | 0.06% | 135 |
|
|
2023
Q2 | – | Sell |
-1,779
| Closed | -$201K | – | 139 |
|
|
2023
Q1 | $201K | Buy |
+1,779
| New | +$201K | 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 | +$350K | 0.19% | 111 |
|