Osaic Holdings’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
5,742
+1,635
| +40% | +$294K | ﹤0.01% | 2190 |
|
|
2025
Q1 | $743K | Sell |
4,107
-1,701
| -29% | -$308K | ﹤0.01% | 2499 |
|
|
2024
Q4 | $865K | Sell |
5,808
-277
| -5% | -$41.3K | ﹤0.01% | 2315 |
|
|
2024
Q3 | $1.31M | Buy |
6,085
+2,070
| +52% | +$444K | ﹤0.01% | 2040 |
|
|
2024
Q2 | $808K | Sell |
4,015
-4,489
| -53% | -$903K | ﹤0.01% | 2368 |
|
|
2024
Q1 | $2.08M | Sell |
8,504
-2,156
| -20% | -$526K | ﹤0.01% | 1670 |
|
|
2023
Q4 | $2.32M | Sell |
10,660
-18,963
| -64% | -$4.12M | ﹤0.01% | 1753 |
|
|
2023
Q3 | $6.16M | Buy |
29,623
+14,958
| +102% | +$3.11M | 0.01% | 1181 |
|
|
2023
Q2 | $3.16M | Sell |
14,665
-2,480
| -14% | -$534K | 0.01% | 1500 |
|
|
2023
Q1 | $3.96M | Sell |
17,145
-128
| -0.7% | -$29.6K | 0.01% | 1323 |
|
|
2022
Q4 | $3.95M | Buy |
17,273
+4,873
| +39% | +$1.11M | 0.01% | 1267 |
|
|
2022
Q3 | $2.48M | Buy |
12,400
+1,643
| +15% | +$328K | 0.01% | 1477 |
|
|
2022
Q2 | $1.95M | Buy |
10,757
+747
| +7% | +$136K | ﹤0.01% | 1683 |
|
|
2022
Q1 | $4.8M | Sell |
10,010
-161
| -2% | -$77.2K | 0.01% | 1237 |
|
|
2021
Q4 | $2.41M | Buy |
10,171
+1,456
| +17% | +$344K | ﹤0.01% | 1623 |
|
|
2021
Q3 | $1.8M | Buy |
8,715
+771
| +10% | +$160K | ﹤0.01% | 1796 |
|
|
2021
Q2 | $1.75M | Buy |
7,944
+911
| +13% | +$201K | ﹤0.01% | 1835 |
|
|
2021
Q1 | $1.47M | Buy |
7,033
+1,710
| +32% | +$358K | ﹤0.01% | 1890 |
|
|
2020
Q4 | $1.06M | Sell |
5,323
-332
| -6% | -$66.2K | ﹤0.01% | 1978 |
|
|
2020
Q3 | $1.02M | Sell |
5,655
-1,141
| -17% | -$207K | ﹤0.01% | 1810 |
|
|
2020
Q2 | $1.08M | Sell |
6,796
-1,104
| -14% | -$175K | ﹤0.01% | 1702 |
|
|
2020
Q1 | $1.08M | Buy |
+7,900
| New | +$1.08M | ﹤0.01% | 1484 |
|