IWA
IBEX Wealth Advisors’s Old Dominion Freight Line ODFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,668
| Closed | -$471K | – | 183 |
|
|
2024
Q4 | $471K | Buy |
+2,668
| New | +$471K | 0.06% | 151 |
|
|
2024
Q3 | – | Sell |
-2,751
| Closed | -$486K | – | 213 |
|
|
2024
Q2 | $486K | Buy |
2,751
+653
| +31% | +$115K | 0.08% | 95 |
|
|
2024
Q1 | $595K | Buy |
2,098
+2,097
| +209,700% | +$595K | 0.16% | 78 |
|
|
2023
Q4 | $569 | Sell |
1
-1,633
| -100% | -$929K | 0.12% | 72 |
|
|
2023
Q3 | $668K | Buy |
+1,634
| New | +$668K | 0.17% | 70 |
|
|
2023
Q1 | $648K | Sell |
1,902
-196
| -9% | -$66.8K | 0.17% | 73 |
|
|
2022
Q4 | $595K | Sell |
2,098
-45
| -2% | -$12.8K | 0.13% | 113 |
|
|
2022
Q3 | $533K | Sell |
2,143
-11
| -0.5% | -$2.74K | 0.14% | 102 |
|
|
2022
Q2 | $552K | Sell |
2,154
-19
| -0.9% | -$4.87K | 0.13% | 107 |
|
|
2022
Q1 | $649K | Sell |
2,173
-88
| -4% | -$26.3K | 0.12% | 112 |
|
|
2021
Q4 | $810K | Buy |
2,261
+263
| +13% | +$94.2K | 0.14% | 115 |
|
|
2021
Q3 | $572K | Buy |
+1,998
| New | +$572K | 0.11% | 121 |
|