Oppenheimer & Close’s Servotronics SVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-119,613
| Closed | -$1.27M | – | 56 |
|
|
2025
Q1 | $1.27M | Sell |
119,613
-3,066
| -2% | -$32.5K | 1.05% | 33 |
|
|
2024
Q4 | $1.3M | Hold |
122,679
| – | – | 1.07% | 32 |
|
|
2024
Q3 | $1.39M | Buy |
122,679
+1,952
| +2% | +$22.1K | 1.11% | 33 |
|
|
2024
Q2 | $1.44M | Buy |
120,727
+12,633
| +12% | +$150K | 1.26% | 27 |
|
|
2024
Q1 | $1.49M | Buy |
108,094
+7,367
| +7% | +$101K | 1.29% | 26 |
|
|
2023
Q4 | $1.26M | Buy |
100,727
+12,114
| +14% | +$151K | 1.15% | 30 |
|
|
2023
Q3 | $976K | Buy |
88,613
+42,713
| +93% | +$470K | 0.97% | 30 |
|
|
2023
Q2 | $597K | Buy |
+45,900
| New | +$597K | 0.62% | 38 |
|