Osaic Holdings’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
2025
Q1
$1.45M Buy
2024
Q4
$53.8K Sell
2024
Q3
$1.06M Buy
2024
Q2
$140K Sell
2024
Q1
$167K Sell
2023
Q4
$183K Sell
2023
Q3
$442K Buy
2023
Q2
$250K Sell
2023
Q1
$332K Buy
2022
Q4
$338K Buy
2022
Q3
$248K Buy
2022
Q2
$187K Buy
2022
Q1
$210K Buy
2021
Q4
$219K Sell
2021
Q3
$537K Buy
2021
Q2
$4K Buy