IFP Advisors’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$13 | – | 4340 |
|
|
2025
Q1 | – | Hold |
0
| – | -$14 | – | 4209 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4503 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3372 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3467 |
|
|
2017
Q2 | – | Sell |
-1,900
| Closed | -$19K | – | 4133 |
|
|
2017
Q1 | $19K | Hold |
1,900
| – | – | ﹤0.01% | 2513 |
|
|
2016
Q4 | $17K | Sell |
1,900
-1,000
| -34% | -$8.95K | ﹤0.01% | 2553 |
|
|
2016
Q3 | $26K | Hold |
2,900
| – | – | ﹤0.01% | 2228 |
|
|
2016
Q2 | $24K | Buy |
+2,900
| New | +$24K | ﹤0.01% | 2221 |
|
|
2016
Q1 | – | Sell |
-3,200
| Closed | -$20K | – | 3092 |
|
|
2015
Q4 | $20K | Buy |
+3,200
| New | +$20K | ﹤0.01% | 2150 |
|