Oak Thistle LLC’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Buy |
13,874
+9,613
| +226% | +$1.69M | 0.36% | 76 |
|
|
2025
Q1 | $771K | Buy |
4,261
+2,843
| +200% | +$514K | 0.16% | 234 |
|
|
2024
Q4 | $297K | Buy |
+1,418
| New | +$297K | 0.09% | 339 |
|
|
2024
Q3 | – | Sell |
-2,708
| Closed | -$545K | – | 465 |
|
|
2024
Q2 | $545K | Buy |
2,708
+260
| +11% | +$52.3K | 0.4% | 89 |
|
|
2024
Q1 | $597K | Sell |
2,448
-2,485
| -50% | -$606K | 0.54% | 37 |
|
|
2023
Q4 | $1.07M | Buy |
4,933
+2,825
| +134% | +$613K | 0.31% | 104 |
|
|
2023
Q3 | $439K | Buy |
+2,108
| New | +$439K | 0.13% | 326 |
|
|
2022
Q2 | – | Sell |
-2,440
| Closed | -$468K | – | 288 |
|
|
2022
Q1 | $468K | Buy |
2,440
+1,584
| +185% | +$304K | 0.25% | 187 |
|
|
2021
Q4 | $202K | Buy |
+856
| New | +$202K | 0.16% | 284 |
|