Carolina Wealth Advisors’s OneMain Financial OMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,992
| Closed | -$295K | – | 244 |
|
|
2023
Q4 | $295K | Hold |
5,992
| – | – | 0.15% | 67 |
|
|
2023
Q3 | $240K | Hold |
5,992
| – | – | 0.14% | 76 |
|
|
2023
Q2 | $262K | Sell |
5,992
-227
| -4% | -$9.92K | 0.16% | 60 |
|
|
2023
Q1 | $231K | Sell |
6,219
-309
| -5% | -$11.5K | 0.14% | 75 |
|
|
2022
Q4 | $217K | Buy |
6,528
+13
| +0.2% | +$432 | 0.14% | 72 |
|
|
2022
Q3 | $192K | Hold |
6,515
| – | – | 0.15% | 70 |
|
|
2022
Q2 | $244K | Buy |
6,515
+1,604
| +33% | +$60.1K | 0.16% | 73 |
|
|
2022
Q1 | $233K | Buy |
4,911
+1,106
| +29% | +$52.5K | 0.15% | 74 |
|
|
2021
Q4 | $190K | Buy |
+3,805
| New | +$190K | 0.11% | 87 |
|
|
2021
Q1 | – | Sell |
-725
| Closed | -$35K | – | 331 |
|
|
2020
Q4 | $35K | Hold |
725
| – | – | 0.03% | 90 |
|
|
2020
Q3 | $23K | Sell |
725
-120
| -14% | -$3.81K | 0.02% | 92 |
|
|
2020
Q2 | $21K | Hold |
845
| – | – | 0.02% | 86 |
|
|
2020
Q1 | $16K | Buy |
845
+287
| +51% | +$5.43K | 0.02% | 93 |
|
|
2019
Q4 | $24K | Buy |
+558
| New | +$24K | 0.02% | 89 |
|