Avantax Advisory Services’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
33,612
-650
| -2% | -$23.8K | 0.01% | 1036 |
|
|
2025
Q1 | $1.3M | Sell |
34,262
-645
| -2% | -$24.6K | 0.01% | 955 |
|
|
2024
Q4 | $1.32M | Sell |
34,907
-165
| -0.5% | -$6.25K | 0.01% | 917 |
|
|
2024
Q3 | $1.43M | Buy |
35,072
+3,041
| +9% | +$124K | 0.01% | 839 |
|
|
2024
Q2 | $1.1M | Buy |
32,031
+2,481
| +8% | +$85K | 0.01% | 930 |
|
|
2024
Q1 | $936K | Sell |
29,550
-210
| -0.7% | -$6.65K | 0.01% | 778 |
|
|
2023
Q4 | $912K | Buy |
29,760
+2,936
| +11% | +$90K | 0.01% | 742 |
|
|
2023
Q3 | $889K | Sell |
26,824
-480
| -2% | -$15.9K | 0.01% | 732 |
|
|
2023
Q2 | $838K | Buy |
27,304
+147
| +0.5% | +$4.51K | 0.01% | 746 |
|
|
2023
Q1 | $744K | Buy |
27,157
+4,687
| +21% | +$128K | 0.01% | 764 |
|
|
2022
Q4 | $628K | Buy |
22,470
+1,149
| +5% | +$32.1K | 0.01% | 777 |
|
|
2022
Q3 | $629K | Buy |
21,321
+336
| +2% | +$9.91K | 0.01% | 686 |
|
|
2022
Q2 | $592K | Sell |
20,985
-1,059
| -5% | -$29.9K | 0.01% | 714 |
|
|
2022
Q1 | $682K | Buy |
22,044
+10,353
| +89% | +$320K | 0.01% | 675 |
|
|
2021
Q4 | $346K | Buy |
11,691
+213
| +2% | +$6.3K | 0.01% | 911 |
|
|
2021
Q3 | $345K | Sell |
11,478
-458
| -4% | -$13.8K | 0.01% | 861 |
|
|
2021
Q2 | $434K | Buy |
11,936
+259
| +2% | +$9.42K | 0.01% | 757 |
|
|
2021
Q1 | $429K | Buy |
11,677
+2,062
| +21% | +$75.8K | 0.01% | 669 |
|
|
2020
Q4 | $350K | Sell |
9,615
-17,769
| -65% | -$647K | 0.01% | 668 |
|
|
2020
Q3 | $817K | Buy |
+27,384
| New | +$817K | 0.01% | 601 |
|
|
2020
Q1 | – | Sell |
-8,008
| Closed | -$340K | – | 865 |
|
|
2019
Q4 | $340K | Buy |
8,008
+701
| +10% | +$29.8K | 0.01% | 595 |
|
|
2019
Q3 | $306K | Buy |
7,307
+113
| +2% | +$4.73K | 0.01% | 427 |
|
|
2019
Q2 | $264K | Buy |
7,194
+113
| +2% | +$4.15K | 0.01% | 423 |
|
|
2019
Q1 | $270K | Sell |
7,081
-1,750
| -20% | -$66.7K | 0.01% | 385 |
|
|
2018
Q4 | $310K | Buy |
+8,831
| New | +$310K | 0.05% | 293 |
|