Osaic Holdings’s Charles & Colvard Ltd CTHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-27
Closed -$9 8074
2025
Q2
$9 Hold
27
﹤0.01% 7695
2025
Q1
$25 Hold
27
﹤0.01% 7339
2024
Q4
$35 Hold
27
﹤0.01% 7309
2024
Q3
$47 Hold
27
﹤0.01% 7301
2024
Q2
$46 Sell
27
-301
-92% -$811 ﹤0.01% 7304
2024
Q1
$1.12K Hold
328
﹤0.01% 6654
2023
Q4
$1.38K Buy
328
+170
+108% +$704 ﹤0.01% 6653
2023
Q3
$903 Buy
158
+27
+21% +$229 ﹤0.01% 6851
2023
Q2
$1.25K Buy
+131
New +$1.3K ﹤0.01% 6811
2023
Q1
Sell
-500
Closed -$4K 7592
2022
Q4
$4K Buy
500
+400
+400% +$3.75K ﹤0.01% 6445
2022
Q3
$1K Sell
100
-660
-87% -$8.13K ﹤0.01% 7130
2022
Q2
$9K Buy
+760
New +$10.7K ﹤0.01% 6189
2021
Q4
Sell
-3
Closed 7644
2021
Q3
$0 Sell
3
-271
-99% -$7.51K ﹤0.01% 7368
2021
Q2
$9K Sell
274
-60
-18% -$1.73K ﹤0.01% 6153
2021
Q1
$10K Buy
334
+314
+1,570% +$6.85K ﹤0.01% 5882
2020
Q4
$0 Hold
20
﹤0.01% 6635
2020
Q3
$0 Buy
+20
New +$145 ﹤0.01% 6473

Osaic Holdings's CTHR Position: Q3 2025 in Review

Osaic Holdings sold out of Charles & Colvard Ltd (CTHR) in Q3 2025, closing a stake of 27 shares — an estimated $9 sold.

Osaic Holdings first reported a position in CTHR in Q3 2020 and held it in 17 quarters. The position peaked at $10K in Q1 2021. 0 funds tracked by Wall St. Rank hold CTHR as of Q3 2025.

  • Osaic Holdings reported no remaining Charles & Colvard Ltd position as of Q3 2025 after selling out during the quarter.
  • Osaic Holdings sold 27 Charles & Colvard Ltd shares in Q3 2025, an estimated $9.
  • Osaic Holdings first reported a position in Charles & Colvard Ltd in Q3 2020 and held it in 17 quarters.
  • Osaic Holdings's Charles & Colvard Ltd position peaked at $10K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Charles & Colvard Ltd as of Q3 2025.

Based on Osaic Holdings's 13F filing for Q3 2025, filed 14 Nov 2025.