LPL Financial’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $803K | Buy |
139,733
+23,108
| +20% | +$133K | ﹤0.01% | 3904 |
|
|
2025
Q1 | $702K | Sell |
116,625
-5,169
| -4% | -$31.1K | ﹤0.01% | 3803 |
|
|
2024
Q4 | $719K | Sell |
121,794
-43,115
| -26% | -$254K | ﹤0.01% | 3725 |
|
|
2024
Q3 | $1.13M | Buy |
164,909
+17,300
| +12% | +$119K | ﹤0.01% | 3224 |
|
|
2024
Q2 | $937K | Sell |
147,609
-13,972
| -9% | -$88.7K | ﹤0.01% | 3284 |
|
|
2024
Q1 | $1.06M | Sell |
161,581
-9,451
| -6% | -$61.7K | ﹤0.01% | 3102 |
|
|
2023
Q4 | $1.09M | Buy |
171,032
+3,709
| +2% | +$23.6K | ﹤0.01% | 2954 |
|
|
2023
Q3 | $972K | Sell |
167,323
-27,876
| -14% | -$162K | ﹤0.01% | 2902 |
|
|
2023
Q2 | $1.22M | Buy |
195,199
+47,627
| +32% | +$297K | ﹤0.01% | 2672 |
|
|
2023
Q1 | $980K | Sell |
147,572
-20,668
| -12% | -$137K | ﹤0.01% | 2758 |
|
|
2022
Q4 | $1.05M | Buy |
168,240
+56,478
| +51% | +$352K | ﹤0.01% | 2599 |
|
|
2022
Q3 | $655K | Buy |
111,762
+14,279
| +15% | +$83.7K | ﹤0.01% | 2889 |
|
|
2022
Q2 | $629K | Sell |
97,483
-7,784
| -7% | -$50.2K | ﹤0.01% | 2986 |
|
|
2022
Q1 | $747K | Buy |
105,267
+32,362
| +44% | +$230K | ﹤0.01% | 2851 |
|
|
2021
Q4 | $583K | Buy |
72,905
+10,028
| +16% | +$80.2K | ﹤0.01% | 3135 |
|
|
2021
Q3 | $500K | Buy |
62,877
+5,884
| +10% | +$46.8K | ﹤0.01% | 3195 |
|
|
2021
Q2 | $474K | Buy |
56,993
+999
| +2% | +$8.31K | ﹤0.01% | 3197 |
|
|
2021
Q1 | $442K | Buy |
55,994
+2,000
| +4% | +$15.8K | ﹤0.01% | 3116 |
|
|
2020
Q4 | $426K | Sell |
53,994
-369
| -0.7% | -$2.91K | ﹤0.01% | 2894 |
|
|
2020
Q3 | $397K | Sell |
54,363
-19,625
| -27% | -$143K | ﹤0.01% | 2656 |
|
|
2020
Q2 | $530K | Buy |
73,988
+1,808
| +3% | +$13K | ﹤0.01% | 2320 |
|
|
2020
Q1 | $497K | Buy |
72,180
+5,415
| +8% | +$37.3K | ﹤0.01% | 2105 |
|
|
2019
Q4 | $527K | Buy |
66,765
+15,785
| +31% | +$125K | ﹤0.01% | 2329 |
|
|
2019
Q3 | $404K | Buy |
50,980
+1,712
| +3% | +$13.6K | ﹤0.01% | 2436 |
|
|
2019
Q2 | $377K | Buy |
49,268
+9,732
| +25% | +$74.5K | ﹤0.01% | 2501 |
|
|
2019
Q1 | $308K | Sell |
39,536
-409
| -1% | -$3.19K | ﹤0.01% | 2598 |
|
|
2018
Q4 | $278K | Buy |
39,945
+7,256
| +22% | +$50.5K | ﹤0.01% | 2513 |
|
|
2018
Q3 | $251K | Buy |
32,689
+90
| +0.3% | +$691 | ﹤0.01% | 2820 |
|
|
2018
Q2 | $246K | Buy |
32,599
+93
| +0.3% | +$702 | ﹤0.01% | 2810 |
|
|
2018
Q1 | $241K | Buy |
32,506
+18,818
| +137% | +$140K | ﹤0.01% | 2793 |
|
|
2017
Q4 | $110K | Buy |
13,688
+1,180
| +9% | +$9.48K | ﹤0.01% | 2903 |
|
|
2017
Q3 | $99K | Sell |
12,508
-6,400
| -34% | -$50.7K | ﹤0.01% | 2763 |
|
|
2017
Q2 | $146K | Sell |
18,908
-84,639
| -82% | -$654K | ﹤0.01% | 2656 |
|
|
2017
Q1 | $791K | Sell |
103,547
-17,562
| -15% | -$134K | 0.01% | 1428 |
|
|
2016
Q4 | $871K | Sell |
121,109
-10,088
| -8% | -$72.6K | 0.01% | 1315 |
|
|
2016
Q3 | $1.07M | Buy |
131,197
+10,375
| +9% | +$84.5K | 0.01% | 1139 |
|
|
2016
Q2 | $988K | Sell |
120,822
-144,116
| -54% | -$1.18M | 0.01% | 1175 |
|
|
2016
Q1 | $2.04M | Sell |
264,938
-20,195
| -7% | -$155K | 0.01% | 1189 |
|
|
2015
Q4 | $2.11M | Buy |
285,133
+133,338
| +88% | +$988K | 0.01% | 1139 |
|
|
2015
Q3 | $1.04M | Sell |
151,795
-81,676
| -35% | -$562K | 0.01% | 1212 |
|
|
2015
Q2 | $1.56M | Buy |
233,471
+18,564
| +9% | +$124K | 0.01% | 1065 |
|
|
2015
Q1 | $1.53M | Buy |
214,907
+30,928
| +17% | +$220K | 0.01% | 1078 |
|
|
2014
Q4 | $1.28M | Sell |
183,979
-5,333
| -3% | -$37.2K | 0.01% | 1131 |
|
|
2014
Q3 | $1.3M | Sell |
189,312
-7,982
| -4% | -$54.6K | 0.01% | 1110 |
|
|
2014
Q2 | $1.37M | Buy |
197,294
+873
| +0.4% | +$6.08K | 0.01% | 1115 |
|
|
2014
Q1 | $1.3M | Sell |
196,421
-112,283
| -36% | -$741K | 0.01% | 1097 |
|
|
2013
Q4 | $1.91M | Sell |
308,704
-2,650
| -0.9% | -$16.4K | 0.01% | 847 |
|
|
2013
Q3 | $1.89M | Buy |
311,354
+133,682
| +75% | +$813K | 0.01% | 815 |
|
|
2013
Q2 | $1.17M | Buy |
+177,672
| New | +$1.17M | 0.01% | 1028 |
|