Allworth Financial’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.15K | Buy |
896
+410
| +84% | +$3.73K | ﹤0.01% | 2983 |
|
|
2025
Q1 | $3.39K | Buy |
486
+461
| +1,844% | +$3.21K | ﹤0.01% | 2969 |
|
|
2024
Q4 | $372 | Sell |
25
-1,501
| -98% | -$22.3K | ﹤0.01% | 3663 |
|
|
2024
Q3 | $23.9K | Hold |
1,526
| – | – | ﹤0.01% | 1799 |
|
|
2024
Q2 | $22.6K | Sell |
1,526
-58
| -4% | -$860 | ﹤0.01% | 1803 |
|
|
2024
Q1 | $43.9K | Sell |
1,584
-9
| -0.6% | -$249 | ﹤0.01% | 1346 |
|
|
2023
Q4 | $30.7K | Sell |
1,593
-882
| -36% | -$17K | ﹤0.01% | 1403 |
|
|
2023
Q3 | $40K | Hold |
2,475
| – | – | ﹤0.01% | 1202 |
|
|
2023
Q2 | $47.1K | Buy |
2,475
+2,336
| +1,681% | +$44.5K | ﹤0.01% | 1143 |
|
|
2023
Q1 | $2.02K | Buy |
139
+131
| +1,638% | +$1.91K | ﹤0.01% | 2407 |
|
|
2022
Q4 | $156 | Sell |
8
-16
| -67% | -$312 | ﹤0.01% | 2846 |
|
|
2022
Q3 | $1K | Buy |
24
+20
| +500% | +$833 | ﹤0.01% | 2446 |
|
|
2022
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2677 |
|