Sequoia Financial Advisors’s Root ROOT Stock Holding History

Sequoia Financial Advisors’s Portfolio ROOT Stock Details ROOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$300K	Hold
2025 Q2	$429K	Hold
2025 Q1	$447K	Sell
2024 Q4	$348K	Buy
2024 Q3	–	Sell
2024 Q2	$248K	Hold
2024 Q1	$293K	Buy