Waverly Advisors’s Rollins ROL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Buy |
9,280
+380
| +4% | +$21.4K | 0.01% | 784 |
|
2025
Q1 | $481K | Buy |
8,900
+32
| +0.4% | +$1.73K | 0.01% | 784 |
|
2024
Q4 | $411K | Buy |
8,868
+3,664
| +70% | +$170K | 0.01% | 728 |
|
2024
Q3 | $263K | Hold |
5,204
| – | – | ﹤0.01% | 715 |
|
2024
Q2 | $254K | Buy |
5,204
+134
| +3% | +$6.54K | 0.01% | 706 |
|
2024
Q1 | $235K | Buy |
5,070
+268
| +6% | +$12.4K | 0.01% | 618 |
|
2023
Q4 | $210K | Buy |
+4,802
| New | +$210K | 0.01% | 414 |
|
2023
Q3 | – | Sell |
-4,802
| Closed | -$206K | – | 413 |
|
2023
Q2 | $206K | Buy |
+4,802
| New | +$206K | 0.01% | 339 |
|