Visionary Wealth Advisors’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.5M | Buy |
65,513
+9,113
| +16% | +$542K | 0.15% | 148 |
|
|
2025
Q4 | $3.39M | Buy |
56,400
+1,157
| +2% | +$68K | 0.15% | 151 |
|
|
2025
Q3 | $3.24M | Buy |
55,243
+585
| +1% | +$33.3K | 0.15% | 144 |
|
|
2025
Q2 | $3.08M | Buy |
54,658
+1,822
| +3% | +$102K | 0.16% | 150 |
|
|
2025
Q1 | $2.85M | Buy |
52,836
+755
| +1% | +$37.9K | 0.17% | 140 |
|
|
2024
Q4 | $2.41M | Sell |
52,081
-1,629
| -3% | -$79.8K | 0.14% | 154 |
|
|
2024
Q3 | $2.72M | Sell |
53,710
-88
| -0.2% | -$4.35K | 0.17% | 139 |
|
|
2024
Q2 | $2.62M | Buy |
53,798
+1,081
| +2% | +$49.9K | 0.17% | 137 |
|
|
2024
Q1 | $2.44M | Buy |
52,717
+200
| +0.4% | +$8.82K | 0.16% | 148 |
|
|
2023
Q4 | $2.29M | Buy |
52,517
+212
| +0.4% | +$8.25K | 0.17% | 142 |
|
|
2023
Q3 | $1.95M | Sell |
52,305
-463
| -0.9% | -$18.7K | 0.16% | 143 |
|
|
2023
Q2 | $2.26M | Sell |
52,768
-200
| -0.4% | -$8.13K | 0.18% | 130 |
|
|
2023
Q1 | $1.99M | Sell |
52,968
-150
| -0.3% | -$5.41K | 0.17% | 127 |
|
|
2022
Q4 | $1.94M | Sell |
53,118
-2,060
| -4% | -$80K | 0.18% | 121 |
|
|
2022
Q3 | $1.91M | Sell |
55,178
-53
| -0.1% | -$1.91K | 0.2% | 112 |
|
|
2022
Q2 | $1.93M | Sell |
55,231
-1,265
| -2% | -$43.4K | 0.17% | 120 |
|
|
2022
Q1 | $1.98M | Sell |
56,496
-13,076
| -19% | -$424K | 0.16% | 126 |
|
|
2021
Q4 | $2.38M | Sell |
69,572
-849
| -1% | -$29.7K | 0.2% | 109 |
|
|
2021
Q3 | $2.49M | Hold |
70,421
| – | – | 0.26% | 91 |
|
|
2021
Q2 | $2.41M | Sell |
70,421
-1,157
| -2% | -$40.4K | 0.24% | 97 |
|
|
2021
Q1 | $2.46M | Sell |
71,578
-3,460
| -5% | -$124K | 0.26% | 99 |
|
|
2020
Q4 | $2.93M | Sell |
75,038
-177
| -0.2% | -$6.86K | 0.33% | 77 |
|
|
2020
Q3 | $2.72M | Buy |
75,215
+263
| +0.4% | +$9.09K | 0.38% | 71 |
|
|
2020
Q2 | $2.12M | Sell |
74,952
-908
| -1% | -$24.3K | 0.32% | 82 |
|
|
2020
Q1 | $1.83M | Sell |
75,860
-375
| -0.5% | -$9.25K | 0.34% | 79 |
|
|
2019
Q4 | $1.69M | Buy |
+76,235
| New | +$1.81M | 0.3% | 77 |
|
Other funds holding ROL
VCM
VPM
