Osaic Holdings’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
15,291
-40,591
| -73% | -$1.06M | ﹤0.01% | 3009 |
|
|
2025
Q1 | $1.45M | Buy |
55,882
+53,864
| +2,669% | +$1.4M | ﹤0.01% | 1922 |
|
|
2024
Q4 | $53.8K | Sell |
2,018
-29,937
| -94% | -$797K | ﹤0.01% | 4634 |
|
|
2024
Q3 | $1.06M | Buy |
31,955
+24,474
| +327% | +$811K | ﹤0.01% | 2200 |
|
|
2024
Q2 | $140K | Sell |
7,481
-363
| -5% | -$6.79K | ﹤0.01% | 3861 |
|
|
2024
Q1 | $167K | Sell |
7,844
-1,024
| -12% | -$21.8K | ﹤0.01% | 3839 |
|
|
2023
Q4 | $183K | Sell |
8,868
-14,370
| -62% | -$297K | ﹤0.01% | 3992 |
|
|
2023
Q3 | $442K | Buy |
23,238
+12,428
| +115% | +$237K | ﹤0.01% | 3353 |
|
|
2023
Q2 | $250K | Sell |
10,810
-1,893
| -15% | -$43.9K | ﹤0.01% | 3720 |
|
|
2023
Q1 | $332K | Buy |
12,703
+380
| +3% | +$9.94K | ﹤0.01% | 3464 |
|
|
2022
Q4 | $338K | Buy |
12,323
+1,482
| +14% | +$40.6K | ﹤0.01% | 3400 |
|
|
2022
Q3 | $248K | Buy |
10,841
+1,489
| +16% | +$34.1K | ﹤0.01% | 3548 |
|
|
2022
Q2 | $187K | Buy |
9,352
+1,494
| +19% | +$29.9K | ﹤0.01% | 3861 |
|
|
2022
Q1 | $210K | Buy |
7,858
+899
| +13% | +$24K | ﹤0.01% | 3991 |
|
|
2021
Q4 | $219K | Sell |
6,959
-6,079
| -47% | -$191K | ﹤0.01% | 3857 |
|
|
2021
Q3 | $537K | Buy |
13,038
+12,938
| +12,938% | +$533K | ﹤0.01% | 2956 |
|
|
2021
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 6480 |
|