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Root shares owned by Capital Advisors

Quarter-by-quarter ownership of Root (ROOT) shares owned by Capital Advisors from 13F filings

Historical chart of Capital Advisors investment in Root

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All positions including Root held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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