SFSG
Sound Financial Strategies Group’s Roper Technologies ROP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
1,325
+33
| +3% | +$18.7K | 0.64% | 54 |
|
|
2025
Q1 | $762K | Sell |
1,292
-286
| -18% | -$169K | 0.68% | 40 |
|
|
2024
Q4 | $820K | Buy |
1,578
+228
| +17% | +$119K | 0.68% | 48 |
|
|
2024
Q3 | $751K | Buy |
1,350
+23
| +2% | +$12.8K | 0.6% | 50 |
|
|
2024
Q2 | $748K | Buy |
1,327
+192
| +17% | +$108K | 0.65% | 25 |
|
|
2024
Q1 | $637K | Sell |
1,135
-23
| -2% | -$12.9K | 0.53% | 33 |
|
|
2023
Q4 | $631K | Sell |
1,158
-841
| -42% | -$458K | 0.53% | 27 |
|
|
2023
Q3 | $968K | Sell |
1,999
-168
| -8% | -$81.4K | 0.8% | 16 |
|
|
2023
Q2 | $1.04M | Sell |
2,167
-278
| -11% | -$134K | 0.76% | 17 |
|
|
2023
Q1 | $1.08M | Sell |
2,445
-81
| -3% | -$35.7K | 0.72% | 16 |
|
|
2022
Q4 | $1.09M | Buy |
+2,526
| New | +$1.09M | 0.79% | 23 |
|
|
2022
Q2 | – | Sell |
-3,381
| Closed | -$1.6M | – | 66 |
|
|
2022
Q1 | $1.6M | Buy |
+3,381
| New | +$1.6M | 0.88% | 37 |
|
|
2021
Q1 | – | Sell |
-1,573
| Closed | -$678K | – | 99 |
|
|
2020
Q4 | $678K | Sell |
1,573
-798
| -34% | -$344K | 0.37% | 24 |
|
|
2020
Q3 | $937K | Sell |
2,371
-39
| -2% | -$15.4K | 0.59% | 18 |
|
|
2020
Q2 | $936K | Sell |
2,410
-11
| -0.5% | -$4.27K | 0.61% | 16 |
|
|
2020
Q1 | $755K | Sell |
2,421
-3,899
| -62% | -$1.22M | 0.51% | 17 |
|
|
2019
Q4 | $2.24M | Buy |
+6,320
| New | +$2.24M | 1.42% | 14 |
|