Truist Financial’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,339
| Closed | -$89K | – | 2651 |
|
|
2022
Q3 | $89K | Sell |
11,339
-532
| -4% | -$4.18K | ﹤0.01% | 2418 |
|
|
2022
Q2 | $254K | Sell |
11,871
-1,361
| -10% | -$29.1K | ﹤0.01% | 2305 |
|
|
2022
Q1 | $469K | Buy |
13,232
+3,341
| +34% | +$118K | ﹤0.01% | 2029 |
|
|
2021
Q4 | $552K | Buy |
9,891
+2,257
| +30% | +$126K | ﹤0.01% | 1936 |
|
|
2021
Q3 | $724K | Buy |
7,634
+5,063
| +197% | +$480K | ﹤0.01% | 1782 |
|
|
2021
Q2 | $500K | Buy |
2,571
+1,271
| +98% | +$247K | ﹤0.01% | 2031 |
|
|
2021
Q1 | $298K | Buy |
1,300
+175
| +16% | +$40.1K | ﹤0.01% | 2264 |
|
|
2020
Q4 | $318K | Buy |
+1,125
| New | +$318K | ﹤0.01% | 2096 |
|