CAPTRUST Financial Advisors’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
11,164
+1,151
| +11% | +$131K | ﹤0.01% | 1216 |
|
|
2025
Q1 | $942K | Buy |
10,013
+6,754
| +207% | +$635K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $310K | Buy |
3,259
+122
| +4% | +$11.6K | ﹤0.01% | 1894 |
|
|
2024
Q3 | $314K | Sell |
3,137
-63
| -2% | -$6.31K | ﹤0.01% | 1853 |
|
|
2024
Q2 | $346K | Buy |
3,200
+647
| +25% | +$70K | ﹤0.01% | 1722 |
|
|
2024
Q1 | $318K | Sell |
2,553
-1,107
| -30% | -$138K | ﹤0.01% | 1744 |
|
|
2023
Q4 | $397K | Buy |
3,660
+690
| +23% | +$74.8K | ﹤0.01% | 1917 |
|
|
2023
Q3 | $283K | Sell |
2,970
-1,457
| -33% | -$139K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $383K | Buy |
+4,427
| New | +$383K | ﹤0.01% | 1797 |
|
|
2022
Q3 | – | Sell |
-3,817
| Closed | -$314K | – | 3410 |
|
|
2022
Q2 | $314K | Buy |
3,817
+2,606
| +215% | +$214K | ﹤0.01% | 1397 |
|
|
2022
Q1 | $122K | Buy |
1,211
+151
| +14% | +$15.2K | ﹤0.01% | 2118 |
|
|
2021
Q4 | $119K | Sell |
1,060
-210
| -17% | -$23.6K | ﹤0.01% | 2026 |
|
|
2021
Q3 | $130K | Buy |
1,270
+3
| +0.2% | +$307 | ﹤0.01% | 1866 |
|
|
2021
Q2 | $158K | Sell |
1,267
-61
| -5% | -$7.61K | ﹤0.01% | 1688 |
|
|
2021
Q1 | $158K | Buy |
1,328
+679
| +105% | +$80.8K | ﹤0.01% | 1644 |
|
|
2020
Q4 | $56K | Sell |
649
-346
| -35% | -$29.9K | ﹤0.01% | 1781 |
|
|
2020
Q3 | $73K | Sell |
995
-42,645
| -98% | -$3.13M | ﹤0.01% | 1491 |
|
|
2020
Q2 | $3.07M | Buy |
43,640
+9,399
| +27% | +$660K | 0.05% | 282 |
|
|
2020
Q1 | $2.2M | Buy |
34,241
+14,074
| +70% | +$903K | 0.05% | 293 |
|
|
2019
Q4 | $1.91M | Buy |
20,167
+20,067
| +20,067% | +$1.9M | 0.03% | 377 |
|
|
2019
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 1572 |
|
|
2019
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 1303 |
|
|
2018
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q1 | $7K | Sell |
100
-12
| -11% | -$840 | ﹤0.01% | 1112 |
|
|
2017
Q4 | $10K | Buy |
+112
| New | +$10K | ﹤0.01% | 992 |
|