EverSource Wealth Advisors’s Omega Healthcare OHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Buy |
5,715
+3,681
| +181% | +$135K | 0.01% | 833 |
|
|
2025
Q1 | $77.5K | Buy |
2,034
+449
| +28% | +$17.1K | ﹤0.01% | 1014 |
|
|
2024
Q4 | $60K | Buy |
1,585
+138
| +10% | +$5.22K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $58.9K | Buy |
1,447
+29
| +2% | +$1.18K | ﹤0.01% | 1000 |
|
|
2024
Q2 | $51.6K | Buy |
1,418
+31
| +2% | +$1.13K | ﹤0.01% | 1072 |
|
|
2024
Q1 | $42.2K | Sell |
1,387
-471
| -25% | -$14.3K | ﹤0.01% | 1052 |
|
|
2023
Q4 | $57K | Sell |
1,858
-73
| -4% | -$2.24K | 0.01% | 846 |
|
|
2023
Q3 | $64K | Buy |
1,931
+41
| +2% | +$1.36K | 0.01% | 729 |
|
|
2023
Q2 | $58K | Sell |
1,890
-744
| -28% | -$22.8K | 0.01% | 780 |
|
|
2023
Q1 | $72.2K | Buy |
2,634
+974
| +59% | +$26.7K | 0.01% | 654 |
|
|
2022
Q4 | $46.4K | Buy |
1,660
+1,544
| +1,331% | +$43.2K | 0.01% | 789 |
|
|
2022
Q3 | $3K | Sell |
116
-2,091
| -95% | -$54.1K | ﹤0.01% | 1562 |
|
|
2022
Q2 | $62K | Buy |
2,207
+2,107
| +2,107% | +$59.2K | 0.02% | 549 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q4 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1444 |
|