Creative Planning’s OneMain Financial OMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.12M Sell
54,685
-3,547
-6% -$202K ﹤0.01% 1005
2025
Q1
$2.85M Buy
58,232
+14,671
+34% +$717K ﹤0.01% 965
2024
Q4
$2.27M Buy
43,561
+4,202
+11% +$219K ﹤0.01% 1049
2024
Q3
$1.85M Sell
39,359
-1,236
-3% -$58.2K ﹤0.01% 1100
2024
Q2
$1.97M Buy
40,595
+7,236
+22% +$351K ﹤0.01% 986
2024
Q1
$1.7M Buy
33,359
+2,024
+6% +$103K ﹤0.01% 1038
2023
Q4
$1.54M Sell
31,335
-2,347
-7% -$115K ﹤0.01% 1022
2023
Q3
$1.35M Buy
33,682
+111
+0.3% +$4.45K ﹤0.01% 1021
2023
Q2
$1.47M Buy
33,571
+22,637
+207% +$989K ﹤0.01% 946
2023
Q1
$405K Sell
10,934
-14,599
-57% -$541K ﹤0.01% 1606
2022
Q4
$851K Buy
25,533
+7,196
+39% +$240K ﹤0.01% 1115
2022
Q3
$541K Buy
18,337
+10,241
+126% +$302K ﹤0.01% 1278
2022
Q2
$303K Buy
+8,096
New +$303K ﹤0.01% 1597
2021
Q2
Sell
-19,721
Closed -$1.06M 2233
2021
Q1
$1.06M Buy
19,721
+10,148
+106% +$545K ﹤0.01% 982
2020
Q4
$461K Sell
9,573
-9,864
-51% -$475K ﹤0.01% 1348
2020
Q3
$607K Buy
+19,437
New +$607K ﹤0.01% 1018
2017
Q3
Sell
-51
Closed -$1K 3050
2017
Q2
$1K Buy
+51
New +$1K ﹤0.01% 4358
2017
Q1
Sell
-73
Closed -$2K 4628
2016
Q4
$2K Sell
73
-182
-71% -$4.99K ﹤0.01% 4171
2016
Q3
$8K Buy
255
+222
+673% +$6.97K ﹤0.01% 3584
2016
Q2
$1K Buy
+33
New +$1K ﹤0.01% 4063