Osaic Holdings’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,758
| Closed | -$117K | – | 7830 |
|
|
2024
Q4 | $117K | Sell |
6,758
-131
| -2% | -$2.27K | ﹤0.01% | 4055 |
|
|
2024
Q3 | $122K | Buy |
6,889
+8
| +0.1% | +$134 | ﹤0.01% | 4079 |
|
|
2024
Q2 | $112K | Buy |
6,881
+1,656
| +32% | +$26.7K | ﹤0.01% | 4040 |
|
|
2024
Q1 | $86.2K | Buy |
5,225
+412
| +9% | +$6.57K | ﹤0.01% | 4356 |
|
|
2023
Q4 | $76.4K | Sell |
4,813
-4,092
| -46% | -$61.9K | ﹤0.01% | 4606 |
|
|
2023
Q3 | $134K | Buy |
8,905
+3,813
| +75% | +$58.7K | ﹤0.01% | 4289 |
|
|
2023
Q2 | $79.6K | Sell |
5,092
-165
| -3% | -$2.6K | ﹤0.01% | 4613 |
|
|
2023
Q1 | $83.5K | Hold |
5,257
| – | – | ﹤0.01% | 4584 |
|
|
2022
Q4 | $79K | Buy |
5,257
+165
| +3% | +$2.5K | ﹤0.01% | 4623 |
|
|
2022
Q3 | $78K | Hold |
5,092
| – | – | ﹤0.01% | 4577 |
|
|
2022
Q2 | $81K | Hold |
5,092
| – | – | ﹤0.01% | 4590 |
|
|
2022
Q1 | $99K | Hold |
5,092
| – | – | ﹤0.01% | 4606 |
|
|
2021
Q4 | $115K | Hold |
5,092
| – | – | ﹤0.01% | 4479 |
|
|
2021
Q3 | $107K | Buy |
5,092
+142
| +3% | +$3.08K | ﹤0.01% | 4470 |
|
|
2021
Q2 | $107K | Sell |
4,950
-234
| -5% | -$4.82K | ﹤0.01% | 4428 |
|
|
2021
Q1 | $106K | Sell |
5,184
-262
| -5% | -$5.47K | ﹤0.01% | 4289 |
|
|
2020
Q4 | $115K | Sell |
5,446
-234
| -4% | -$4.89K | ﹤0.01% | 3948 |
|
|
2020
Q3 | $114K | Buy |
5,680
+2,694
| +90% | +$55.6K | ﹤0.01% | 3716 |
|
|
2020
Q2 | $59K | Buy |
2,986
+318
| +12% | +$6.11K | ﹤0.01% | 4079 |
|
|
2020
Q1 | $53K | Buy |
+2,668
| New | +$53.5K | ﹤0.01% | 3935 |
|
Osaic Holdings's INSI Position: Q1 2025 in Review
Osaic Holdings sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 6,758 shares — an estimated $117K sold.
Osaic Holdings first reported a position in INSI in Q1 2020 and held it in 20 quarters. The position peaked at $134K in Q3 2023. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.
- Osaic Holdings reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
- Osaic Holdings sold 6,758 Insight Select Income Fund shares in Q1 2025, an estimated $117K.
- Osaic Holdings first reported a position in Insight Select Income Fund in Q1 2020 and held it in 20 quarters.
- Osaic Holdings's Insight Select Income Fund position peaked at $134K in Q3 2023.
- 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.
Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.