CAPTRUST Financial Advisors’s Oklo OKLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Buy |
+12,036
| New | +$674K | ﹤0.01% | 1552 |
|
|
2023
Q4 | – | Sell |
-33,186
| Closed | -$343K | – | 2758 |
|
|
2023
Q3 | $343K | Hold |
33,186
| – | – | ﹤0.01% | 1908 |
|
|
2023
Q2 | $346K | Hold |
33,186
| – | – | ﹤0.01% | 1872 |
|
|
2023
Q1 | $337K | Hold |
33,186
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q4 | $329K | Sell |
33,186
-4,100
| -11% | -$40.7K | ﹤0.01% | 1583 |
|
|
2022
Q3 | $364K | Hold |
37,286
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q2 | $360K | Sell |
37,286
-10,081
| -21% | -$97.3K | ﹤0.01% | 1317 |
|
|
2022
Q1 | $462K | Hold |
47,367
| – | – | ﹤0.01% | 1185 |
|
|
2021
Q4 | $467K | Buy |
47,367
+21,757
| +85% | +$215K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $251K | Buy |
+25,610
| New | +$251K | ﹤0.01% | 1404 |
|