Root shares owned by Thomas Stevens, CFA"
Historical chart of Thomas Stevens, CFA" investment in Root
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All positions including Root held by Thomas Stevens, CFA" consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Root by Thomas Stevens, CFA"
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $487k | 5.4k | 89.51 |
| 2025-06-30 | $1.1M | 8.8k | 127.97 |
| 2024-12-31 | $309k | 4.3k | 72.59 |