Allworth Financial’s Oil States International OIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26K | Buy |
+795
| New | +$4.26K | ﹤0.01% | 3341 |
|
|
2025
Q1 | – | Sell |
-116
| Closed | -$652 | – | 4136 |
|
|
2024
Q4 | $652 | Hold |
116
| – | – | ﹤0.01% | 3526 |
|
|
2024
Q3 | $534 | Buy |
116
+60
| +107% | +$276 | ﹤0.01% | 3398 |
|
|
2024
Q2 | $251 | Sell |
56
-24
| -30% | -$108 | ﹤0.01% | 3519 |
|
|
2024
Q1 | $493 | Sell |
80
-50
| -38% | -$308 | ﹤0.01% | 3291 |
|
|
2023
Q4 | $883 | Hold |
130
| – | – | ﹤0.01% | 2987 |
|
|
2023
Q3 | $1.09K | Buy |
130
+74
| +132% | +$620 | ﹤0.01% | 2816 |
|
|
2023
Q2 | $419 | Hold |
56
| – | – | ﹤0.01% | 2929 |
|
|
2023
Q1 | $467 | Hold |
56
| – | – | ﹤0.01% | 2853 |
|
|
2022
Q4 | $418 | Hold |
56
| – | – | ﹤0.01% | 2675 |
|
|
2022
Q3 | $0 | Hold |
56
| – | – | ﹤0.01% | 2963 |
|
|
2022
Q2 | $0 | Hold |
56
| – | – | ﹤0.01% | 2674 |
|
|
2022
Q1 | $0 | Hold |
56
| – | – | ﹤0.01% | 2299 |
|
|
2021
Q4 | $0 | Hold |
56
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q3 | $0 | Buy |
+56
| New | – | ﹤0.01% | 1949 |
|