Covestor’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62K | Buy |
4,812
+387
| +9% | +$4.99K | 0.04% | 800 |
|
|
2025
Q1 | $58K | Sell |
4,425
-23
| -0.5% | -$301 | 0.04% | 785 |
|
|
2024
Q4 | $63K | Sell |
4,448
-1,212
| -21% | -$17.2K | 0.04% | 766 |
|
|
2024
Q3 | $64K | Sell |
5,660
-134
| -2% | -$1.52K | 0.04% | 768 |
|
|
2024
Q2 | $58K | Sell |
5,794
-403
| -7% | -$4.03K | 0.04% | 789 |
|
|
2024
Q1 | $53K | Buy |
6,197
+2,138
| +53% | +$18.3K | 0.03% | 859 |
|
|
2023
Q4 | $44K | Buy |
4,059
+116
| +3% | +$1.26K | 0.03% | 910 |
|
|
2023
Q3 | $51K | Buy |
3,943
+946
| +32% | +$12.2K | 0.04% | 763 |
|
|
2023
Q2 | $45K | Sell |
2,997
-84
| -3% | -$1.26K | 0.03% | 829 |
|
|
2023
Q1 | $39K | Buy |
3,081
+973
| +46% | +$12.3K | 0.03% | 809 |
|
|
2022
Q4 | $29K | Sell |
2,108
-65
| -3% | -$894 | 0.02% | 925 |
|
|
2022
Q3 | $27K | Buy |
2,173
+46
| +2% | +$572 | 0.02% | 922 |
|
|
2022
Q2 | $25K | Buy |
2,127
+241
| +13% | +$2.83K | 0.02% | 930 |
|
|
2022
Q1 | $28K | Sell |
1,886
-17
| -0.9% | -$252 | 0.02% | 961 |
|
|
2021
Q4 | $39K | Buy |
+1,903
| New | +$39K | 0.05% | 671 |
|