SVB Financial Group’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-783,012
| Closed | -$40.4M | – | 7 |
|
|
2024
Q2 | $40.4M | Hold |
783,012
| – | – | 28.37% | 2 |
|
|
2024
Q1 | $47.8M | Hold |
783,012
| – | – | 26.37% | 2 |
|
|
2023
Q4 | $8.21M | Hold |
783,012
| – | – | 7.27% | 2 |
|
|
2023
Q3 | $7.45M | Hold |
783,012
| – | – | 14.01% | 2 |
|
|
2023
Q2 | $7M | Hold |
783,012
| – | – | 13.23% | 2 |
|
|
2023
Q1 | $3.53M | Hold |
783,012
| – | – | 6.76% | 3 |
|
|
2022
Q4 | $3.52M | Buy |
+783,012
| New | +$3.52M | 9.61% | 3 |
|