Clearstead Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
992
+457
| +85% | +$51.9K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $50.3K | Buy |
+535
| New | +$50.3K | ﹤0.01% | 1169 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$8K | – | 1390 |
|
|
2022
Q1 | $8K | Sell |
80
-96
| -55% | -$9.6K | ﹤0.01% | 1019 |
|
|
2021
Q4 | $20K | Buy |
176
+80
| +83% | +$9.09K | ﹤0.01% | 829 |
|
|
2021
Q3 | $10K | Sell |
96
-404
| -81% | -$42.1K | ﹤0.01% | 942 |
|
|
2021
Q2 | $62K | Hold |
500
| – | – | ﹤0.01% | 518 |
|
|
2021
Q1 | $59K | Hold |
500
| – | – | ﹤0.01% | 522 |
|
|
2020
Q4 | $43K | Hold |
500
| – | – | ﹤0.01% | 529 |
|
|
2020
Q3 | $37K | Hold |
500
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $36K | Hold |
500
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $32K | Buy |
+500
| New | +$32K | ﹤0.01% | 456 |
|