EOJOAM
E. Ohman J:or Asset Management’s Burlington BURL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
2,760
+450
| +19% | +$105K | 0.02% | 332 |
|
|
2025
Q1 | $551K | Sell |
2,310
-590
| -20% | -$141K | 0.01% | 362 |
|
|
2024
Q4 | $827K | Hold |
2,900
| – | – | 0.02% | 310 |
|
|
2024
Q3 | $764K | Hold |
2,900
| – | – | 0.02% | 309 |
|
|
2024
Q2 | $696K | Buy |
2,900
+500
| +21% | +$120K | 0.02% | 316 |
|
|
2024
Q1 | $557K | Hold |
2,400
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $467K | Sell |
2,400
-800
| -25% | -$156K | 0.02% | 344 |
|
|
2023
Q3 | $433K | Hold |
3,200
| – | – | 0.02% | 363 |
|
|
2023
Q2 | $504K | Hold |
3,200
| – | – | 0.02% | 358 |
|
|
2023
Q1 | $647K | Buy |
3,200
+700
| +28% | +$141K | 0.03% | 309 |
|
|
2022
Q4 | $507K | Hold |
2,500
| – | – | 0.02% | 338 |
|
|
2022
Q3 | $280K | Hold |
2,500
| – | – | 0.01% | 398 |
|
|
2022
Q2 | $341K | Sell |
2,500
-900
| -26% | -$123K | 0.01% | 393 |
|
|
2022
Q1 | $619K | Hold |
3,400
| – | – | 0.02% | 354 |
|
|
2021
Q4 | $991K | Buy |
3,400
+500
| +17% | +$146K | 0.03% | 304 |
|
|
2021
Q3 | $822K | Sell |
2,900
-300
| -9% | -$85.1K | 0.03% | 328 |
|
|
2021
Q2 | $1.03M | Hold |
3,200
| – | – | 0.03% | 287 |
|
|
2021
Q1 | $956K | Hold |
3,200
| – | – | 0.03% | 268 |
|
|
2020
Q4 | $837K | Buy |
3,200
+800
| +33% | +$209K | 0.03% | 252 |
|
|
2020
Q3 | $495K | Sell |
2,400
-400
| -14% | -$82.4K | 0.02% | 289 |
|
|
2020
Q2 | $551K | Hold |
2,800
| – | – | 0.03% | 234 |
|
|
2020
Q1 | $444K | Sell |
2,800
-600
| -18% | -$95.1K | 0.03% | 224 |
|
|
2019
Q4 | $775K | Hold |
3,400
| – | – | 0.04% | 235 |
|
|
2019
Q3 | $679K | Buy |
3,400
+700
| +26% | +$140K | 0.04% | 210 |
|
|
2019
Q2 | $459K | Hold |
2,700
| – | – | 0.03% | 257 |
|
|
2019
Q1 | $423K | Sell |
2,700
-300
| -10% | -$47K | 0.03% | 265 |
|
|
2018
Q4 | $488K | Buy |
+3,000
| New | +$488K | 0.04% | 233 |
|