Oak Family Advisors’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,939
| Closed | -$281K | – | 118 |
|
|
2024
Q4 | $281K | Sell |
10,939
-26,248
| -71% | -$675K | 0.1% | 82 |
|
|
2024
Q3 | $605K | Sell |
37,187
-2,151
| -5% | -$35K | 0.19% | 81 |
|
|
2024
Q2 | $619K | Sell |
39,338
-14,744
| -27% | -$232K | 0.21% | 77 |
|
|
2024
Q1 | $862K | Sell |
54,082
-2,431
| -4% | -$38.8K | 0.33% | 66 |
|
|
2023
Q4 | $708K | Sell |
56,513
-1,849
| -3% | -$23.1K | 0.3% | 72 |
|
|
2023
Q3 | $489K | Sell |
58,362
-6,616
| -10% | -$55.4K | 0.23% | 75 |
|
|
2023
Q2 | $449K | Buy |
64,978
+1,436
| +2% | +$9.92K | 0.21% | 81 |
|
|
2023
Q1 | $469K | Sell |
63,542
-5,982
| -9% | -$44.1K | 0.23% | 77 |
|
|
2022
Q4 | $467K | Sell |
69,524
-34,053
| -33% | -$229K | 0.25% | 78 |
|
|
2022
Q3 | $563K | Buy |
103,577
+53,267
| +106% | +$290K | 0.3% | 57 |
|
|
2022
Q2 | $359K | Buy |
50,310
+1,243
| +3% | +$8.87K | 0.18% | 83 |
|
|
2022
Q1 | $434K | Buy |
49,067
+4,036
| +9% | +$35.7K | 0.17% | 85 |
|
|
2021
Q4 | $352K | Buy |
45,031
+879
| +2% | +$6.87K | 0.13% | 102 |
|
|
2021
Q3 | $298K | Buy |
+44,152
| New | +$298K | 0.11% | 114 |
|