SkyOak Wealth’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
1,174
| – | – | 0.07% | 159 |
|
|
2025
Q1 | $313K | Hold |
1,174
| – | – | 0.07% | 164 |
|
|
2024
Q4 | $295K | Sell |
1,174
-406
| -26% | -$102K | 0.06% | 177 |
|
|
2024
Q3 | $348K | Sell |
1,580
-301
| -16% | -$66.3K | 0.08% | 147 |
|
|
2024
Q2 | $324K | Hold |
1,881
| – | – | 0.08% | 163 |
|
|
2024
Q1 | $357K | Hold |
1,881
| – | – | 0.09% | 160 |
|
|
2023
Q4 | $337K | Hold |
1,881
| – | – | 0.09% | 157 |
|
|
2023
Q3 | $303K | Sell |
1,881
-53
| -3% | -$8.54K | 0.09% | 165 |
|
|
2023
Q2 | $283K | Sell |
1,934
-500
| -21% | -$73.1K | 0.08% | 175 |
|
|
2023
Q1 | $355K | Sell |
2,434
-150
| -6% | -$21.9K | 0.11% | 146 |
|
|
2022
Q4 | $371K | Sell |
2,584
-1,050
| -29% | -$151K | 0.12% | 135 |
|
|
2022
Q3 | $526K | Hold |
3,634
| – | – | 0.19% | 109 |
|
|
2022
Q2 | $556K | Hold |
3,634
| – | – | 0.19% | 102 |
|
|
2022
Q1 | $759K | Hold |
3,634
| – | – | 0.21% | 99 |
|
|
2021
Q4 | $889K | Hold |
3,634
| – | – | 0.23% | 97 |
|
|
2021
Q3 | $722K | Hold |
3,634
| – | – | 0.19% | 103 |
|
|
2021
Q2 | $678K | Hold |
3,634
| – | – | 0.18% | 109 |
|
|
2021
Q1 | $678K | Hold |
3,634
| – | – | 0.19% | 109 |
|
|
2020
Q4 | $639K | Hold |
3,634
| – | – | 0.2% | 114 |
|
|
2020
Q3 | $446K | Hold |
3,634
| – | – | 0.16% | 126 |
|
|
2020
Q2 | $507K | Sell |
3,634
-65
| -2% | -$9.07K | 0.19% | 126 |
|
|
2020
Q1 | $394K | Sell |
3,699
-5,520
| -60% | -$588K | 0.2% | 121 |
|
|
2019
Q4 | $1.29M | Buy |
+9,219
| New | +$1.29M | 0.4% | 60 |
|