Oak Associates’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
66,706
+428
| +0.6% | +$11.9K | 0.12% | 75 |
|
|
2025
Q1 | $1.72M | Sell |
66,278
-170
| -0.3% | -$4.41K | 0.13% | 82 |
|
|
2024
Q4 | $1.77M | Hold |
66,448
| – | – | 0.12% | 86 |
|
|
2024
Q3 | $2.2M | Hold |
66,448
| – | – | 0.15% | 72 |
|
|
2024
Q2 | $1.24M | Buy |
66,448
+1,455
| +2% | +$27.2K | 0.08% | 95 |
|
|
2024
Q1 | $1.38M | Hold |
64,993
| – | – | 0.1% | 95 |
|
|
2023
Q4 | $1.34M | Buy |
+64,993
| New | +$1.34M | 0.1% | 94 |
|