Root shares owned by Capital Advisors
Historical chart of Capital Advisors investment in Root
Tip: Access up to 7 years of quarterly data
All positions including Root held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Root by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28k | 308 | 90.91 |
| 2025-06-30 | $39k | 308 | 126.62 |
| 2025-03-31 | $41k | 308 | 133.12 |
| 2024-12-31 | $22k | 308 | 71.43 |
| 2024-09-30 | $12k | 308 | 38.96 |
| 2024-06-30 | $16k | 308 | 51.95 |
| 2024-03-31 | $19k | 308 | 61.69 |
| 2023-12-31 | $3.0k | 308 | 9.74 |
| 2023-09-30 | $3.0k | 308 | 9.74 |
| 2023-06-30 | $3.0k | 308 | 9.74 |
| 2023-03-31 | $0 | 78 | 0.00 |