Summit Investment 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
$289K Hold
2,800
0.24% 50
2025
Q1
$252K Hold
2,800
0.22% 50
2024
Q4
$300K Buy
+2,800
New +$300K 0.27% 44