OFA
Oak Family Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.78M | Sell |
46,463
-8,238
| -15% | -$1.2M | 2.14% | 15 |
|
|
2025
Q1 | $7.25M | Sell |
54,701
-11,379
| -17% | -$1.51M | 2.44% | 8 |
|
|
2024
Q4 | $7.65M | Sell |
66,080
-8,733
| -12% | -$1.01M | 2.77% | 8 |
|
|
2024
Q3 | $9.06M | Sell |
74,813
-2,486
| -3% | -$301K | 2.79% | 4 |
|
|
2024
Q2 | $7.76M | Buy |
77,299
+1,391
| +2% | +$140K | 2.66% | 5 |
|
|
2024
Q1 | $7.4M | Buy |
75,908
+1,027
| +1% | +$100K | 2.85% | 7 |
|
|
2023
Q4 | $6.3M | Sell |
74,881
-12,097
| -14% | -$1.02M | 2.65% | 10 |
|
|
2023
Q3 | $6.26M | Buy |
86,978
+21,947
| +34% | +$1.58M | 2.96% | 11 |
|
|
2023
Q2 | $6.37M | Buy |
65,031
+4,062
| +7% | +$398K | 3.02% | 6 |
|
|
2023
Q1 | $5.97M | Buy |
+60,969
| New | +$5.97M | 2.94% | 7 |
|