Steward Partners Investment Advisory’s Oatly Group OTLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
1,160
| – | – | ﹤0.01% | 3062 |
|
|
2025
Q1 | $11.4K | Hold |
1,160
| – | – | ﹤0.01% | 3027 |
|
|
2024
Q4 | $15.4K | Buy |
1,160
+510
| +78% | +$6.76K | ﹤0.01% | 2908 |
|
|
2024
Q3 | $11.1K | Buy |
650
+50
| +8% | +$854 | ﹤0.01% | 2913 |
|
|
2024
Q2 | $11.3K | Hold |
600
| – | – | ﹤0.01% | 2767 |
|
|
2024
Q1 | $13.6K | Hold |
600
| – | – | ﹤0.01% | 2689 |
|
|
2023
Q4 | $14.2K | Hold |
600
| – | – | ﹤0.01% | 2556 |
|
|
2023
Q3 | $10.8K | Buy |
600
+100
| +20% | +$1.79K | ﹤0.01% | 2571 |
|
|
2023
Q2 | $20.5K | Buy |
+500
| New | +$20.5K | ﹤0.01% | 2278 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$3K | – | 3337 |
|
|
2022
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2932 |
|
|
2022
Q1 | $5K | Sell |
50
-20
| -29% | -$2K | ﹤0.01% | 2897 |
|
|
2021
Q4 | $11K | Sell |
70
-7
| -9% | -$1.1K | ﹤0.01% | 2564 |
|
|
2021
Q3 | $23K | Buy |
77
+52
| +208% | +$15.5K | ﹤0.01% | 2267 |
|
|
2021
Q2 | $12K | Buy |
+25
| New | +$12K | ﹤0.01% | 5722 |
|