O'Shaughnessy Asset Management’s CoreCard CCRD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
25,603
-345
-1% -$10K 0.01% 1180
2025
Q1
$485K Buy
25,948
+16,270
+168% +$304K ﹤0.01% 1335
2024
Q4
$220K Buy
+9,678
New +$220K ﹤0.01% 1693