Next Financial Group’s Omnicom Group OMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$301K Sell
4,098
-1,361
-25% -$100K 0.02% 732
2021
Q3
$398K Sell
5,459
-610
-10% -$44.5K 0.03% 560
2021
Q2
$488K Buy
6,069
+3,829
+171% +$308K 0.04% 473
2021
Q1
$166K Sell
2,240
-5,487
-71% -$407K 0.01% 838
2020
Q4
$485K Sell
7,727
-2,202
-22% -$138K 0.05% 377
2020
Q3
$497K Buy
+9,929
New +$497K 0.05% 331
2020
Q2
Sell
-11,094
Closed -$615K 1486
2020
Q1
$615K Sell
11,094
-5,310
-32% -$294K 0.08% 233
2019
Q4
$1.34M Sell
16,404
-1,803
-10% -$147K 0.14% 175
2019
Q3
$1.44M Sell
18,207
-4,453
-20% -$351K 0.16% 162
2019
Q2
$1.86M Buy
+22,660
New +$1.86M 0.2% 147
2018
Q4
Sell
-500
Closed -$34K 2061
2018
Q3
$34K Buy
+500
New +$34K 0.02% 627
2017
Q3
Hold
0
1908
2017
Q2
Sell
-256
Closed -$21K 1964
2017
Q1
$21K Buy
256
+246
+2,460% +$20.2K 0.01% 1035
2016
Q4
$1K Hold
10
﹤0.01% 2301
2016
Q3
$1K Buy
+10
New +$1K ﹤0.01% 2297
2015
Q4
Sell
-9
Closed 1906
2015
Q3
$0 Hold
9
﹤0.01% 1929
2015
Q2
$0 Hold
9
﹤0.01% 1930
2015
Q1
$0 Hold
9
﹤0.01% 1929
2014
Q4
$1K Sell
9
-42
-82% -$4.67K ﹤0.01% 1825
2014
Q3
$4K Buy
+51
New +$4K ﹤0.01% 2156