SEI Investments’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $768K | Buy |
59,557
+13,725
| +30% | +$177K | ﹤0.01% | 2022 |
|
2025
Q1 | $600K | Buy |
45,832
+9,454
| +26% | +$124K | ﹤0.01% | 2083 |
|
2024
Q4 | $511K | Buy |
36,378
+18,275
| +101% | +$257K | ﹤0.01% | 2177 |
|
2024
Q3 | $206K | Buy |
+18,103
| New | +$206K | ﹤0.01% | 2468 |
|
2018
Q3 | – | Sell |
-25
| Closed | – | – | 3146 |
|
2018
Q2 | $0 | Buy |
+25
| New | – | ﹤0.01% | 3736 |
|