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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