Trinity Financial Advisors LLC Root, Inc. Transaction History

Trinity Financial Advisors LLC

$691 Million
Q1 2025

A detailed history of Trinity Financial Advisors LLC transactions in Root, Inc. stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 11,966 shares of ROOT stock, worth $1.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

11,966

Previous 9,730 22.98%

Holding current value

$1.5 Million

Previous $706,000 126.06%

% of portfolio

0.23%

Previous 0.27%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$73.43 - $177.69 $164,189 - $397,314	2,236 Added 22.98%	11,966 $1.6 Million
Q4 2024 Jan 10, 2025	SELL	$37.58 - $109.4 $7,703 - $22,427	-205 Reduced 2.06%	9,730 $706,000
Q2 2024 Jul 10, 2024	SELL	$42.4 - $82.9 $7,335 - $14,341	-173 Reduced 1.71%	9,935 $512,000
Q3 2023 Oct 18, 2023	BUY	$8.86 - $12.63 $89,556 - $127,664	10,108 New	10,108 $96,000
Q1 2023 Apr 10, 2023	SELL	$3.46 - $7.34 $390 - $829	-113 Reduced 1.1%	10,191 $45,000
Q4 2022 Jan 20, 2023	SELL	$4.16 - $9.09 $848 - $1,854	-204 Reduced 1.94%	10,304 $0
Q3 2022 Oct 24, 2022	SELL	$1.01 - $24.84 $182,207 - $4.48 Million	-180,403 Reduced 94.5%	10,508 $83,000
Q2 2022 Jul 22, 2022	BUY	$1.15 - $2.12 $1,609 - $2,968	1,400 Added 0.74%	190,911 $227,000
Q1 2022 Apr 27, 2022	BUY	$1.4 - $3.29 $5,488 - $12,896	3,920 Added 2.11%	189,511 $373,000
Q4 2021 Jan 18, 2022	SELL	$2.88 - $5.78 $676 - $1,358	-235 Reduced 0.13%	185,591 $575,000
Q3 2021 Oct 21, 2021	BUY	$5.23 - $9.94 $29,680 - $56,409	5,675 Added 3.15%	185,826 $979,000
Q2 2021 Oct 20, 2021	BUY	$8.38 - $13.47 $1.51 Million - $2.43 Million	180,151 New	180,151 $1.95 Million

Others Institutions Holding ROOT

# of Institutions

Shares Held

13.1K

Call Options Held

Put Options Held

View Full List

About Root, Inc.

Ticker ROOT
Exchange NASDAQ
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 8,948,820
Market Cap $1.12B
Description
Root, Inc. provides insurance products and services in the United States. The company offers automobile, homeowners, and renters insurance products. The company operates a direct-to-consumer model and serves customers primarily through mobile applications, as well as through its website. Its direct distribution channels also cover digital, media...

More about ROOT

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Trinity Financial Advisors LLC Root, Inc. Transaction History