Steward Partners Investment Advisory’s Ocular Therapeutix OCUL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Buy |
1,108
+108
| +11% | +$1K | ﹤0.01% | 3199 |
|
|
2025
Q1 | $7.33K | Hold |
1,000
| – | – | ﹤0.01% | 3240 |
|
|
2024
Q4 | $8.54K | Hold |
1,000
| – | – | ﹤0.01% | 3166 |
|
|
2024
Q3 | $8.7K | Hold |
1,000
| – | – | ﹤0.01% | 2998 |
|
|
2024
Q2 | $6.84K | Hold |
1,000
| – | – | ﹤0.01% | 2945 |
|
|
2024
Q1 | $9.1K | Hold |
1,000
| – | – | ﹤0.01% | 2845 |
|
|
2023
Q4 | $4.46K | Hold |
1,000
| – | – | ﹤0.01% | 3001 |
|
|
2023
Q3 | $3.14K | Sell |
1,000
-3,586
| -78% | -$11.3K | ﹤0.01% | 2967 |
|
|
2023
Q2 | $23.7K | Sell |
4,586
-1,414
| -24% | -$7.3K | ﹤0.01% | 2206 |
|
|
2023
Q1 | $31.6K | Sell |
6,000
-3,225
| -35% | -$17K | ﹤0.01% | 2056 |
|
|
2022
Q4 | $25.9K | Buy |
9,225
+3,500
| +61% | +$9.84K | ﹤0.01% | 2114 |
|
|
2022
Q3 | $24K | Buy |
5,725
+4,000
| +232% | +$16.8K | ﹤0.01% | 2144 |
|
|
2022
Q2 | $7K | Hold |
1,725
| – | – | ﹤0.01% | 2646 |
|
|
2022
Q1 | $9K | Hold |
1,725
| – | – | ﹤0.01% | 2710 |
|
|
2021
Q4 | $12K | Hold |
1,725
| – | – | ﹤0.01% | 2535 |
|
|
2021
Q3 | $17K | Hold |
1,725
| – | – | ﹤0.01% | 2396 |
|
|
2021
Q2 | $24K | Hold |
1,725
| – | – | ﹤0.01% | 4863 |
|
|
2021
Q1 | $28.3K | Hold |
1,725
| – | – | ﹤0.01% | 2296 |
|
|
2020
Q4 | $36K | Buy |
1,725
+350
| +25% | +$7.3K | ﹤0.01% | 1825 |
|
|
2020
Q3 | $10K | Buy |
1,375
+375
| +38% | +$2.73K | ﹤0.01% | 2147 |
|
|
2020
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 2130 |
|
|
2020
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2154 |
|
|
2019
Q4 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2364 |
|
|
2019
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2364 |
|
|
2019
Q2 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 2289 |
|