SWM
Segment Wealth Management’s Old Dominion Freight Line ODFL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-8,944
| Closed | -$1.58M | – | 285 |
|
2024
Q4 | $1.58M | Sell |
8,944
-810
| -8% | -$143K | 0.11% | 110 |
|
2024
Q3 | $1.94M | Buy |
9,754
+76
| +0.8% | +$15.1K | 0.13% | 101 |
|
2024
Q2 | $1.71M | Sell |
9,678
-36,805
| -79% | -$6.5M | 0.13% | 107 |
|
2024
Q1 | $10.2M | Buy |
46,483
+43,339
| +1,378% | +$9.5M | 0.77% | 48 |
|
2023
Q4 | $1.27M | Buy |
3,144
+554
| +21% | +$225K | 0.11% | 119 |
|
2023
Q3 | $1.06M | Buy |
2,590
+455
| +21% | +$186K | 0.11% | 115 |
|
2023
Q2 | $789K | Buy |
2,135
+187
| +10% | +$69.1K | 0.08% | 128 |
|
2023
Q1 | $664K | Hold |
1,948
| – | – | 0.08% | 127 |
|
2022
Q4 | $553K | Buy |
1,948
+161
| +9% | +$45.7K | 0.06% | 136 |
|
2022
Q3 | $445K | Buy |
+1,787
| New | +$445K | 0.06% | 146 |
|