Nisa Investment 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 | $10.8K | Sell |
841
-441
| -34% | -$5.69K | ﹤0.01% | 2228 |
|
|
2025
Q1 | $16.8K | Hold |
1,282
| – | – | ﹤0.01% | 1954 |
|
|
2024
Q4 | $18K | Sell |
1,282
-55
| -4% | -$773 | ﹤0.01% | 1967 |
|
|
2024
Q3 | $15.2K | Buy |
1,337
+242
| +22% | +$2.76K | ﹤0.01% | 1994 |
|
|
2024
Q2 | $10.9K | Buy |
1,095
+95
| +10% | +$943 | ﹤0.01% | 2121 |
|
|
2024
Q1 | $8.53K | Hold |
1,000
| – | – | ﹤0.01% | 2064 |
|
|
2023
Q4 | $10.7K | Hold |
1,000
| – | – | ﹤0.01% | 2026 |
|
|
2023
Q3 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 2121 |
|
|
2023
Q2 | $15K | Buy |
1,000
+510
| +104% | +$7.64K | ﹤0.01% | 2176 |
|
|
2023
Q1 | $6K | Sell |
490
-941
| -66% | -$11.5K | ﹤0.01% | 2224 |
|
|
2022
Q4 | $19K | Sell |
1,431
-1,040
| -42% | -$13.8K | ﹤0.01% | 2071 |
|
|
2022
Q3 | $37K | Buy |
2,471
+1,981
| +404% | +$29.7K | ﹤0.01% | 1854 |
|
|
2022
Q2 | $6K | Hold |
490
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q1 | $7K | Sell |
490
-210
| -30% | -$3K | ﹤0.01% | 2260 |
|
|
2021
Q4 | $13K | Hold |
700
| – | – | ﹤0.01% | 1998 |
|
|
2021
Q3 | $13 | Hold |
700
| – | – | ﹤0.01% | 2175 |
|
|
2021
Q2 | $13 | Hold |
700
| – | – | ﹤0.01% | 2195 |
|
|
2021
Q1 | $11 | Hold |
700
| – | – | ﹤0.01% | 2198 |
|
|
2020
Q4 | $10K | Buy |
+700
| New | +$10K | ﹤0.01% | 2210 |
|