Opes Wealth Management’s ON24 ONTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Hold |
32,500
| – | – | 0.03% | 144 |
|
|
2025
Q1 | $169K | Hold |
32,500
| – | – | 0.03% | 143 |
|
|
2024
Q4 | $210K | Sell |
32,500
-24,654
| -43% | -$159K | 0.04% | 134 |
|
|
2024
Q3 | $350K | Sell |
57,154
-10,346
| -15% | -$63.3K | 0.07% | 104 |
|
|
2024
Q2 | $406K | Hold |
67,500
| – | – | 0.08% | 89 |
|
|
2024
Q1 | $482K | Hold |
67,500
| – | – | 0.11% | 86 |
|
|
2023
Q4 | $532K | Hold |
67,500
| – | – | 0.13% | 77 |
|
|
2023
Q3 | $427K | Sell |
67,500
-10,000
| -13% | -$63.3K | 0.12% | 86 |
|
|
2023
Q2 | $629K | Hold |
77,500
| – | – | 0.18% | 66 |
|
|
2023
Q1 | $679K | Sell |
77,500
-15,000
| -16% | -$131K | 0.22% | 54 |
|
|
2022
Q4 | $798K | Hold |
92,500
| – | – | 0.29% | 55 |
|
|
2022
Q3 | $814K | Hold |
92,500
| – | – | 0.33% | 49 |
|
|
2022
Q2 | $878K | Sell |
92,500
-7,500
| -8% | -$71.2K | 0.35% | 48 |
|
|
2022
Q1 | $1.32M | Hold |
100,000
| – | – | 0.43% | 45 |
|
|
2021
Q4 | $1.74M | Sell |
100,000
-20,000
| -17% | -$347K | 0.54% | 39 |
|
|
2021
Q3 | $2.39M | Buy |
+120,000
| New | +$2.39M | 0.85% | 27 |
|