Allworth Financial’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542 | Hold |
42
| – | – | ﹤0.01% | 4107 |
|
|
2025
Q1 | $496 | Buy |
+42
| New | +$496 | ﹤0.01% | 3666 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | – | – | 2970 |
|
|
2022
Q2 | $0 | Buy |
+37
| New | – | ﹤0.01% | 2682 |
|
|
2022
Q1 | – | Sell |
-434
| Closed | -$9K | – | 2303 |
|
|
2021
Q4 | $9K | Buy |
+434
| New | +$9K | ﹤0.01% | 1415 |
|