United Capital Financial 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 | $706K | Sell |
7,321
-72
| -1% | -$6.95K | 0.01% | 679 |
|
|
2025
Q1 | $679K | Sell |
7,393
-866
| -10% | -$79.6K | 0.01% | 658 |
|
|
2024
Q4 | $934K | Sell |
8,259
-1,875
| -19% | -$212K | 0.01% | 558 |
|
|
2024
Q3 | $1.1M | Sell |
10,134
-323
| -3% | -$35.2K | 0.01% | 520 |
|
|
2024
Q2 | $1.21M | Sell |
10,457
-7,189
| -41% | -$829K | 0.01% | 486 |
|
|
2024
Q1 | $2.15M | Buy |
17,646
+908
| +5% | +$111K | 0.02% | 411 |
|
|
2023
Q4 | $1.8M | Sell |
16,738
-10,064
| -38% | -$1.08M | 0.02% | 430 |
|
|
2023
Q3 | $2.81M | Buy |
26,802
+190
| +0.7% | +$19.9K | 0.02% | 375 |
|
|
2023
Q2 | $2.98M | Buy |
26,612
+1,096
| +4% | +$123K | 0.02% | 391 |
|
|
2023
Q1 | $2.88M | Sell |
25,516
-2,087
| -8% | -$236K | 0.02% | 395 |
|
|
2022
Q4 | $3.01M | Buy |
27,603
+3,916
| +17% | +$427K | 0.02% | 403 |
|
|
2022
Q3 | $2.49M | Sell |
23,687
-6,050
| -20% | -$635K | 0.01% | 434 |
|
|
2022
Q2 | $3.38M | Buy |
29,737
+7,135
| +32% | +$811K | 0.02% | 403 |
|
|
2022
Q1 | $3.42M | Buy |
22,602
+646
| +3% | +$97.7K | 0.02% | 423 |
|
|
2021
Q4 | $4.32M | Sell |
21,956
-206
| -0.9% | -$40.5K | 0.02% | 392 |
|
|
2021
Q3 | $4.36M | Sell |
22,162
-556
| -2% | -$109K | 0.02% | 393 |
|
|
2021
Q2 | $4.5M | Buy |
22,718
+95
| +0.4% | +$18.8K | 0.02% | 387 |
|
|
2021
Q1 | $3.88M | Sell |
22,623
-2,071
| -8% | -$355K | 0.02% | 392 |
|
|
2020
Q4 | $3.74M | Sell |
24,694
-35,166
| -59% | -$5.32M | 0.02% | 398 |
|
|
2020
Q3 | $7.68M | Buy |
59,860
+4
| +0% | +$513 | 0.05% | 278 |
|
|
2020
Q2 | $7.39M | Buy |
59,856
+4,703
| +9% | +$581K | 0.05% | 298 |
|
|
2020
Q1 | $5.39M | Buy |
55,153
+33,352
| +153% | +$3.26M | 0.04% | 321 |
|
|
2019
Q4 | $2.66M | Sell |
21,801
-17,994
| -45% | -$2.19M | 0.02% | 543 |
|
|
2019
Q3 | $4.55M | Sell |
39,795
-17,488
| -31% | -$2M | 0.03% | 427 |
|
|
2019
Q2 | $6.29M | Buy |
57,283
+77
| +0.1% | +$8.45K | 0.04% | 375 |
|
|
2019
Q1 | $5.73M | Sell |
57,206
-3,526
| -6% | -$353K | 0.04% | 386 |
|
|
2018
Q4 | $5.61M | Sell |
60,732
-1,125
| -2% | -$104K | 0.04% | 344 |
|
|
2018
Q3 | $6.75M | Sell |
61,857
-17,951
| -22% | -$1.96M | 0.05% | 377 |
|
|
2018
Q2 | $9.27M | Buy |
79,808
+1,435
| +2% | +$167K | 0.07% | 316 |
|
|
2018
Q1 | $8.46M | Buy |
78,373
+6,887
| +10% | +$744K | 0.06% | 323 |
|
|
2017
Q4 | $7.53M | Buy |
71,486
+7,964
| +13% | +$839K | 0.06% | 341 |
|
|
2017
Q3 | $5.76M | Sell |
63,522
-3,959
| -6% | -$359K | 0.05% | 366 |
|
|
2017
Q2 | $5.01M | Buy |
67,481
+2,270
| +3% | +$168K | 0.04% | 378 |
|
|
2017
Q1 | $4.44M | Buy |
65,211
+21,027
| +48% | +$1.43M | 0.04% | 388 |
|
|
2016
Q4 | $3.33M | Sell |
44,184
-626
| -1% | -$47.1K | 0.03% | 455 |
|
|
2016
Q3 | $2.98M | Buy |
44,810
+191
| +0.4% | +$12.7K | 0.03% | 487 |
|
|
2016
Q2 | $3.26M | Sell |
44,619
-952
| -2% | -$69.5K | 0.03% | 448 |
|
|
2016
Q1 | $3.35M | Sell |
45,571
-2,176
| -5% | -$160K | 0.04% | 423 |
|
|
2015
Q4 | $3.41M | Buy |
47,747
+25
| +0.1% | +$1.79K | 0.04% | 427 |
|
|
2015
Q3 | $3.32M | Sell |
47,722
-1,139
| -2% | -$79.2K | 0.04% | 410 |
|
|
2015
Q2 | $3.8M | Sell |
48,861
-479
| -1% | -$37.2K | 0.04% | 413 |
|
|
2015
Q1 | $4.01M | Sell |
49,340
-5,252
| -10% | -$426K | 0.05% | 383 |
|
|
2014
Q4 | $4.69M | Buy |
54,592
+31,189
| +133% | +$2.68M | 0.07% | 265 |
|
|
2014
Q3 | $1.84M | Buy |
23,403
+320
| +1% | +$25.1K | 0.03% | 453 |
|
|
2014
Q2 | $1.95M | Buy |
23,083
+6,869
| +42% | +$580K | 0.04% | 421 |
|
|
2014
Q1 | $1.34M | Sell |
16,214
-2,973
| -15% | -$245K | 0.03% | 426 |
|
|
2013
Q4 | $1.61M | Sell |
19,187
-1,701
| -8% | -$142K | 0.05% | 269 |
|
|
2013
Q3 | $1.5M | Sell |
20,888
-459
| -2% | -$33K | 0.05% | 293 |
|
|
2013
Q2 | $1.56M | Buy |
+21,347
| New | +$1.56M | 0.04% | 341 |
|