Corient Private Wealth’s Navient NAVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
18,372
+1,168
| +7% | +$16.5K | ﹤0.01% | 2168 |
|
|
2025
Q1 | $217K | Sell |
17,204
-921
| -5% | -$11.6K | ﹤0.01% | 2021 |
|
|
2024
Q4 | $241K | Sell |
18,125
-2,904
| -14% | -$38.6K | ﹤0.01% | 2011 |
|
|
2024
Q3 | $328K | Sell |
21,029
-2,626
| -11% | -$40.9K | ﹤0.01% | 1948 |
|
|
2024
Q2 | $344K | Sell |
23,655
-10,157
| -30% | -$148K | ﹤0.01% | 1817 |
|
|
2024
Q1 | $588K | Sell |
33,812
-3,738
| -10% | -$65K | ﹤0.01% | 1545 |
|
|
2023
Q4 | $699K | Sell |
37,550
-3,635
| -9% | -$67.7K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $709K | Sell |
41,185
-1,965
| -5% | -$33.8K | ﹤0.01% | 1310 |
|
|
2023
Q2 | $802K | Buy |
43,150
+7,900
| +22% | +$147K | ﹤0.01% | 1232 |
|
|
2023
Q1 | $564K | Buy |
35,250
+14,320
| +68% | +$229K | ﹤0.01% | 1315 |
|
|
2022
Q4 | $344K | Buy |
+20,930
| New | +$344K | ﹤0.01% | 1280 |
|