Golden State Wealth Management’s Oatly Group OTLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $594 | Hold |
50
| – | – | ﹤0.01% | 1487 |
|
2025
Q1 | $492 | Hold |
50
| – | – | ﹤0.01% | 1508 |
|
2024
Q4 | $663 | Buy |
+50
| New | +$663 | ﹤0.01% | 1402 |
|
2022
Q1 | – | Sell |
-733
| Closed | -$117K | – | 345 |
|
2021
Q4 | $117K | Sell |
733
-550
| -43% | -$87.8K | 0.02% | 357 |
|
2021
Q3 | $388K | Sell |
1,283
-230
| -15% | -$69.6K | 0.08% | 196 |
|
2021
Q2 | $740K | Buy |
+1,513
| New | +$740K | 0.16% | 119 |
|