Sequoia Financial Advisors’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Hold |
3,350
| – | – | ﹤0.01% | 1066 |
|
|
2025
Q1 | $447K | Sell |
3,350
-1,450
| -30% | -$193K | ﹤0.01% | 890 |
|
|
2024
Q4 | $348K | Buy |
+4,800
| New | +$348K | ﹤0.01% | 951 |
|
|
2024
Q3 | – | Sell |
-4,800
| Closed | -$248K | – | 1328 |
|
|
2024
Q2 | $248K | Hold |
4,800
| – | – | ﹤0.01% | 973 |
|
|
2024
Q1 | $293K | Buy |
+4,800
| New | +$293K | ﹤0.01% | 868 |
|