SPIA
OPTU

Steward Partners Investment Advisory’s Optimum Communications Inc OPTU Stock Holding History

Steward Partners Investment Advisory’s Portfolio OPTU Stock Details OPTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,000
Closed -$4.08K – 3750
2024
Q2 		$4.08K Sell
2,000
-7,707
-79% -$17.1K ﹤0.01% 3111
2024
Q1 		$25.3K Buy
9,707
+7,707
+385% +$19.4K ﹤0.01% 2418
2023
Q4 		$6.5K Hold
2,000
– – ﹤0.01% 2867
2023
Q3 		$6.54K Hold
2,000
– – ﹤0.01% 2736
2023
Q2 		$6.04K Hold
2,000
– – ﹤0.01% 2735
2023
Q1 		$6.84K Hold
2,000
– – ﹤0.01% 2679
2022
Q4 		$9.2K Hold
2,000
– – ﹤0.01% 2567
2022
Q3 		$12K Buy
2,000
+500
+33% +$4.79K ﹤0.01% 2435
2022
Q2 		$14K Hold
1,500
– – ﹤0.01% 2370
2022
Q1 		$19K Buy
1,500
+500
+50% +$6.68K ﹤0.01% 2384
2021
Q4 		$16K Buy
1,000
+293
+41% +$4.97K ﹤0.01% 2405
2021
Q3 		$15K Buy
707
+7
+1% +$204 ﹤0.01% 2440
2021
Q2 		$24K Hold
700
– – ﹤0.01% 4853
2021
Q1 		$22.8K Hold
700
– – ﹤0.01% 2412
2020
Q4 		$27K Sell
700
-233
-25% -$7.3K ﹤0.01% 1947
2020
Q3 		$24K Buy
+933
New +$24.2K ﹤0.01% 1820

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D.E. Shaw & Co
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DCP
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Nomura Holdings
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AMH
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RCM
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OCM
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return