OC
Oakmont Corp’s S&P Global SPGI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $42.6M | Sell |
80,821
-295
| -0.4% | -$156K | 7.46% | 6 |
|
2025
Q1 | $41.2M | Sell |
81,116
-471
| -0.6% | -$239K | 8.13% | 7 |
|
2024
Q4 | $40.6M | Buy |
81,587
+2,920
| +4% | +$1.45M | 7.1% | 7 |
|
2024
Q3 | $38M | Buy |
78,667
+32,336
| +70% | +$15.6M | 7.31% | 7 |
|
2024
Q2 | $20.7M | Buy |
46,331
+13,530
| +41% | +$6.03M | 4.55% | 6 |
|
2024
Q1 | $14M | Buy |
32,801
+5,528
| +20% | +$2.35M | 3.42% | 9 |
|
2023
Q4 | $12M | Buy |
27,273
+20,881
| +327% | +$9.2M | 3.15% | 10 |
|
2023
Q3 | $2.34M | Hold |
6,392
| – | – | 0.67% | 16 |
|
2023
Q2 | $2.56M | Hold |
6,392
| – | – | 0.33% | 16 |
|
2023
Q1 | $2.2M | Hold |
6,392
| – | – | 0.3% | 17 |
|
2022
Q4 | $2.14M | Hold |
6,392
| – | – | 0.34% | 16 |
|
2022
Q3 | $1.95M | Hold |
6,392
| – | – | 0.31% | 15 |
|
2022
Q2 | $2.15M | Hold |
6,392
| – | – | 0.3% | 16 |
|
2022
Q1 | $2.62M | Hold |
6,392
| – | – | 0.24% | 17 |
|
2021
Q4 | $3.02M | Hold |
6,392
| – | – | 0.24% | 14 |
|
2021
Q3 | $2.72M | Sell |
6,392
-239
| -4% | -$102K | 0.21% | 16 |
|
2021
Q2 | $2.72M | Hold |
6,631
| – | – | 0.2% | 16 |
|
2021
Q1 | $2.34M | Hold |
6,631
| – | – | 0.21% | 18 |
|
2020
Q4 | $2.18M | Hold |
6,631
| – | – | 0.19% | 17 |
|
2020
Q3 | $2.39M | Buy |
6,631
+3,753
| +130% | +$1.35M | 0.25% | 17 |
|
2020
Q2 | $948K | Hold |
2,878
| – | – | 0.12% | 18 |
|
2020
Q1 | $705K | Hold |
2,878
| – | – | 0.13% | 16 |
|
2019
Q4 | $786K | Buy |
+2,878
| New | +$786K | 0.12% | 16 |
|