Trinity Financial Advisors’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $872K | Buy |
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|
2025
Q2 | $1.25M | Hold |
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|
2025
Q1 | $1.17M | Hold |
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|
2024
Q4 | $714K | Sell |
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|
2024
Q3 | $400K | Hold |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $617K | Hold |
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|
2023
Q4 | $106K | Hold |
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|
2023
Q3 | $96.1K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $46K | Sell |
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|
2022
Q4 | $46.3K | Sell |
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|
2022
Q3 | $83K | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $979K | Buy |
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|
2021
Q2 | $1.95M | Buy |
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