Charles Schwab’s Angel Oak Mortgage REIT AOMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
40,398
| – | – | ﹤0.01% | 3232 |
|
|
2025
Q1 | $385K | Hold |
40,398
| – | – | ﹤0.01% | 3152 |
|
|
2024
Q4 | $375K | Buy |
40,398
+3,577
| +10% | +$33.2K | ﹤0.01% | 3222 |
|
|
2024
Q3 | $384K | Sell |
36,821
-3,019
| -8% | -$31.5K | ﹤0.01% | 3226 |
|
|
2024
Q2 | $522K | Buy |
39,840
+2,396
| +6% | +$31.4K | ﹤0.01% | 3176 |
|
|
2024
Q1 | $402K | Hold |
37,444
| – | – | ﹤0.01% | 3106 |
|
|
2023
Q4 | $397K | Hold |
37,444
| – | – | ﹤0.01% | 3157 |
|
|
2023
Q3 | $319K | Hold |
37,444
| – | – | ﹤0.01% | 3199 |
|
|
2023
Q2 | $309K | Hold |
37,444
| – | – | ﹤0.01% | 3221 |
|
|
2023
Q1 | $273K | Buy |
37,444
+1,433
| +4% | +$10.5K | ﹤0.01% | 3106 |
|
|
2022
Q4 | $170K | Sell |
36,011
-145
| -0.4% | -$686 | ﹤0.01% | 3205 |
|
|
2022
Q3 | $434K | Buy |
36,156
+5,735
| +19% | +$68.8K | ﹤0.01% | 3040 |
|
|
2022
Q2 | $395K | Buy |
30,421
+4,850
| +19% | +$63K | ﹤0.01% | 3140 |
|
|
2022
Q1 | $420K | Buy |
25,571
+9,272
| +57% | +$152K | ﹤0.01% | 3132 |
|
|
2021
Q4 | $267K | Hold |
16,299
| – | – | ﹤0.01% | 3303 |
|
|
2021
Q3 | $276K | Buy |
+16,299
| New | +$276K | ﹤0.01% | 3281 |
|