Kestra Private Wealth Services’s Omega Healthcare OHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Sell |
16,113
-190
| -1% | -$6.96K | 0.01% | 950 |
|
|
2025
Q1 | $621K | Buy |
16,303
+4,868
| +43% | +$185K | 0.01% | 861 |
|
|
2024
Q4 | $433K | Sell |
11,435
-339
| -3% | -$12.8K | 0.01% | 988 |
|
|
2024
Q3 | $479K | Buy |
11,774
+70
| +0.6% | +$2.85K | 0.01% | 889 |
|
|
2024
Q2 | $401K | Sell |
11,704
-561
| -5% | -$19.2K | 0.01% | 923 |
|
|
2024
Q1 | $388K | Buy |
+12,265
| New | +$388K | 0.01% | 906 |
|