Oak Thistle LLC’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
18,386
+7,347
| +67% | +$438K | 0.16% | 238 |
|
|
2025
Q1 | $652K | Buy |
+11,039
| New | +$652K | 0.13% | 257 |
|
|
2024
Q1 | – | Sell |
-14,709
| Closed | -$821K | – | 330 |
|
|
2023
Q4 | $821K | Buy |
+14,709
| New | +$821K | 0.24% | 173 |
|
|
2023
Q1 | – | Sell |
-4,765
| Closed | -$319K | – | 382 |
|
|
2022
Q4 | $319K | Sell |
4,765
-828
| -15% | -$55.4K | 0.68% | 55 |
|
|
2022
Q3 | $398K | Buy |
+5,593
| New | +$398K | 1.43% | 7 |
|