SFSG
Sound Financial Strategies Group’s T Rowe Price TROW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,917
| Closed | -$635K | – | 101 |
|
|
2025
Q1 | $635K | Sell |
6,917
-612
| -8% | -$56.2K | 0.57% | 75 |
|
|
2024
Q4 | $851K | Buy |
7,529
+1,018
| +16% | +$115K | 0.71% | 36 |
|
|
2024
Q3 | $709K | Buy |
6,511
+165
| +3% | +$18K | 0.57% | 57 |
|
|
2024
Q2 | $732K | Buy |
+6,346
| New | +$732K | 0.64% | 29 |
|
|
2022
Q1 | – | Sell |
-3,001
| Closed | -$590K | – | 105 |
|
|
2021
Q4 | $590K | Sell |
3,001
-65
| -2% | -$12.8K | 0.3% | 67 |
|
|
2021
Q3 | $603K | Sell |
3,066
-19
| -0.6% | -$3.74K | 0.3% | 57 |
|
|
2021
Q2 | $611K | Sell |
3,085
-658
| -18% | -$130K | 0.3% | 64 |
|
|
2021
Q1 | $642K | Sell |
3,743
-798
| -18% | -$137K | 0.33% | 26 |
|
|
2020
Q4 | $687K | Buy |
+4,541
| New | +$687K | 0.38% | 19 |
|