Steward Partners Investment Advisory’s Owens & Minor OMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865 | Hold |
95
| – | – | ﹤0.01% | 3891 |
|
|
2025
Q1 | $858 | Hold |
95
| – | – | ﹤0.01% | 3799 |
|
|
2024
Q4 | $1.24K | Hold |
95
| – | – | ﹤0.01% | 3724 |
|
|
2024
Q3 | $1.49K | Hold |
95
| – | – | ﹤0.01% | 3488 |
|
|
2024
Q2 | $1.28K | Hold |
95
| – | – | ﹤0.01% | 3362 |
|
|
2024
Q1 | $2.63K | Hold |
95
| – | – | ﹤0.01% | 3235 |
|
|
2023
Q4 | $1.83K | Sell |
95
-100
| -51% | -$1.93K | ﹤0.01% | 3221 |
|
|
2023
Q3 | $3.15K | Hold |
195
| – | – | ﹤0.01% | 2966 |
|
|
2023
Q2 | $3.71K | Hold |
195
| – | – | ﹤0.01% | 2886 |
|
|
2023
Q1 | $2.84K | Buy |
195
+95
| +95% | +$1.38K | ﹤0.01% | 2953 |
|
|
2022
Q4 | $1.95K | Hold |
100
| – | – | ﹤0.01% | 3020 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 3044 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2929 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2897 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2936 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 6699 |
|
|
2021
Q1 | $3.76K | Hold |
100
| – | – | ﹤0.01% | 3083 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2644 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2512 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2595 |
|
|
2020
Q1 | $0 | Hold |
100
| – | – | ﹤0.01% | 2638 |
|
|
2019
Q4 | $0 | Hold |
100
| – | – | ﹤0.01% | 2699 |
|
|
2019
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 2722 |
|
|
2019
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 2667 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$2K | – | 1711 |
|
|
2018
Q3 | $2K | Sell |
100
-1,615
| -94% | -$32.3K | ﹤0.01% | 2390 |
|
|
2018
Q2 | $29K | Buy |
1,715
+1,615
| +1,615% | +$27.3K | ﹤0.01% | 1313 |
|
|
2018
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2150 |
|
|
2017
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1798 |
|