Root shares owned by SRS Capital Advisors
Historical chart of SRS Capital Advisors investment in Root
Tip: Access up to 7 years of quarterly data
All positions including Root held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Root by SRS Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $26k | 462 | 55.92 |
| 2025-12-31 | $144 | 2 | 72.00 |
| 2025-09-30 | $626 | 7 | 89.57 |
| 2024-09-30 | $30k | 800 | 37.78 |
| 2024-06-30 | $41k | 800 | 51.61 |
| 2024-03-31 | $53k | 870 | 61.08 |
| 2023-12-31 | $8.4k | 800 | 10.48 |
| 2023-09-30 | $7.6k | 800 | 9.51 |
| 2023-06-30 | $7.2k | 800 | 8.94 |
| 2023-03-31 | $3.6k | 800 | 4.51 |
| 2022-12-31 | $1.3k | 300 | 4.49 |
| 2022-09-30 | $2.0k | 277 | 7.22 |