IFP Advisors’s Owens & Minor OMI Stock Holding History

IFP Advisors’s Portfolio OMI Stock Details OMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.94K	Buy	433 +116	+37%	+$1.06K	﹤0.01%	3542
2025 Q1	$2.86K	Hold	317	–	–	﹤0.01%	3031
2024 Q4	$4.14K	Buy	317 +17	+6%	+$222	﹤0.01%	2862
2024 Q3	$4.71K	Hold	300	–	–	﹤0.01%	2685
2024 Q2	$4.05K	Hold	300	–	–	﹤0.01%	2631
2024 Q1	$8.31K	Hold	300	–	–	﹤0.01%	2299
2023 Q4	$5.78K	Hold	300	–	–	﹤0.01%	2375
2023 Q3	$4.85K	Sell	300 -23	-7%	-$372	﹤0.01%	2513
2023 Q2	$6.15K	Hold	323	–	–	﹤0.01%	2474
2023 Q1	$5.31K	Sell	323 -60	-16%	-$986	﹤0.01%	2541
2022 Q4	$18K	Sell	383 -161	-30%	-$7.57K	﹤0.01%	2983
2022 Q3	$26K	Sell	544 -12	-2%	-$574	﹤0.01%	2875
2022 Q2	$26K	Hold	556	–	–	﹤0.01%	2642
2022 Q1	$26K	Buy	556 +256	+85%	+$12K	﹤0.01%	2642
2021 Q4	$13K	Hold	300	–	–	﹤0.01%	2084
2021 Q3	$9K	Hold	300	–	–	﹤0.01%	2273
2021 Q2	$13K	Hold	300	–	–	﹤0.01%	2112
2021 Q1	$11K	Hold	300	–	–	﹤0.01%	2091
2020 Q4	$8K	Hold	300	–	–	﹤0.01%	2149
2020 Q3	$8K	Hold	300	–	–	﹤0.01%	1987
2020 Q2	$2K	Buy	+300	New	+$2K	﹤0.01%	2389
2020 Q1	–	Hold	0	–	–	–	3354
2019 Q4	–	Hold	0	–	–	–	3371
2019 Q3	–	Hold	0	–	–	–	3466
2019 Q1	–	Sell	-300	Closed	-$2K	–	3073
2018 Q4	$2K	Sell	300 -1,837	-86%	-$12.2K	﹤0.01%	3130
2018 Q3	$35K	Buy	2,137 +1,812	+558%	+$29.7K	﹤0.01%	2095
2018 Q2	$5K	Sell	325 -97	-23%	-$1.49K	﹤0.01%	3222
2018 Q1	$8K	Hold	422	–	–	﹤0.01%	2933
2017 Q4	$8K	Sell	422 -169	-29%	-$3.2K	﹤0.01%	2930
2017 Q3	$17K	Sell	591 -379	-39%	-$10.9K	﹤0.01%	2680
2017 Q2	$31K	Buy	970 +81	+9%	+$2.59K	﹤0.01%	2279
2017 Q1	$31K	Buy	889 +50	+6%	+$1.74K	﹤0.01%	2202
2016 Q4	$30K	Sell	839 -155	-16%	-$5.54K	﹤0.01%	2188
2016 Q3	$35K	Buy	994 +280	+39%	+$9.86K	﹤0.01%	2022
2016 Q2	$27K	Buy	+714	New	+$27K	﹤0.01%	2149
2016 Q1	–	Sell	-697	Closed	-$25K	–	3089
2015 Q4	$25K	Buy	+697	New	+$25K	﹤0.01%	2024