Stifel Financial’s Invesco Municipal Opportunity Trust VMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Buy |
245,255
+8,535
| +4% | +$78.4K | ﹤0.01% | 1758 |
|
|
2025
Q1 | $2.25M | Buy |
236,720
+35,064
| +17% | +$333K | ﹤0.01% | 1685 |
|
|
2024
Q4 | $1.96M | Buy |
201,656
+84,593
| +72% | +$822K | ﹤0.01% | 1789 |
|
|
2024
Q3 | $1.2M | Buy |
117,063
+30,463
| +35% | +$313K | ﹤0.01% | 2103 |
|
|
2024
Q2 | $873K | Buy |
86,600
+50,437
| +139% | +$508K | ﹤0.01% | 2253 |
|
|
2024
Q1 | $352K | Sell |
36,163
-4,572
| -11% | -$44.5K | ﹤0.01% | 2810 |
|
|
2023
Q4 | $391K | Sell |
40,735
-22,654
| -36% | -$218K | ﹤0.01% | 2698 |
|
|
2023
Q3 | $522K | Sell |
63,389
-4,148
| -6% | -$34.1K | ﹤0.01% | 2464 |
|
|
2023
Q2 | $639K | Buy |
67,537
+9,190
| +16% | +$86.9K | ﹤0.01% | 2376 |
|
|
2023
Q1 | $572K | Sell |
58,347
-2,503
| -4% | -$24.6K | ﹤0.01% | 2437 |
|
|
2022
Q4 | $603K | Buy |
60,850
+503
| +0.8% | +$4.99K | ﹤0.01% | 2365 |
|
|
2022
Q3 | $550K | Sell |
60,347
-18,364
| -23% | -$167K | ﹤0.01% | 2385 |
|
|
2022
Q2 | $813K | Sell |
78,711
-32,050
| -29% | -$331K | ﹤0.01% | 2143 |
|
|
2022
Q1 | $1.27M | Sell |
110,761
-259,112
| -70% | -$2.97M | ﹤0.01% | 1940 |
|
|
2021
Q4 | $5.11M | Sell |
369,873
-2,222
| -0.6% | -$30.7K | 0.01% | 1059 |
|
|
2021
Q3 | $5.09M | Sell |
372,095
-2,579
| -0.7% | -$35.3K | 0.01% | 1007 |
|
|
2021
Q2 | $5.1M | Sell |
374,674
-3,325
| -0.9% | -$45.2K | 0.01% | 1020 |
|
|
2021
Q1 | $4.98M | Sell |
377,999
-23,096
| -6% | -$304K | 0.01% | 967 |
|
|
2020
Q4 | $5.14M | Buy |
401,095
+9,010
| +2% | +$116K | 0.01% | 870 |
|
|
2020
Q3 | $4.79M | Buy |
392,085
+1,784
| +0.5% | +$21.8K | 0.01% | 783 |
|
|
2020
Q2 | $4.63M | Buy |
390,301
+48,869
| +14% | +$580K | 0.01% | 755 |
|
|
2020
Q1 | $3.9M | Buy |
341,432
+182,198
| +114% | +$2.08M | 0.01% | 749 |
|
|
2019
Q4 | $1.96M | Sell |
159,234
-1,443
| -0.9% | -$17.7K | ﹤0.01% | 1350 |
|
|
2019
Q3 | $2.01M | Sell |
160,677
-4,637
| -3% | -$58.1K | 0.01% | 1313 |
|
|
2019
Q2 | $2.02M | Buy |
165,314
+16,739
| +11% | +$205K | 0.01% | 1327 |
|
|
2019
Q1 | $1.77M | Buy |
148,575
+10,005
| +7% | +$119K | 0.01% | 1309 |
|
|
2018
Q4 | $1.54M | Buy |
138,570
+9,481
| +7% | +$106K | 0.01% | 1283 |
|
|
2018
Q3 | $1.47M | Buy |
129,089
+14,492
| +13% | +$165K | ﹤0.01% | 1448 |
|
|
2018
Q2 | $1.34M | Buy |
114,597
+62,154
| +119% | +$726K | ﹤0.01% | 1442 |
|
|
2018
Q1 | $610K | Buy |
52,443
+9,099
| +21% | +$106K | ﹤0.01% | 1851 |
|
|
2017
Q4 | $532K | Buy |
43,344
+4,341
| +11% | +$53.3K | ﹤0.01% | 1875 |
|
|
2017
Q3 | $504K | Sell |
39,003
-4,607
| -11% | -$59.5K | ﹤0.01% | 1883 |
|
|
2017
Q2 | $568K | Sell |
43,610
-519
| -1% | -$6.76K | ﹤0.01% | 1804 |
|
|
2017
Q1 | $564K | Sell |
44,129
-17,091
| -28% | -$218K | ﹤0.01% | 1751 |
|
|
2016
Q4 | $778K | Sell |
61,220
-51,725
| -46% | -$657K | ﹤0.01% | 1527 |
|
|
2016
Q3 | $1.61M | Sell |
112,945
-10,306
| -8% | -$147K | 0.01% | 1093 |
|
|
2016
Q2 | $1.84M | Buy |
123,251
+21,993
| +22% | +$328K | 0.01% | 1040 |
|
|
2016
Q1 | $1.41M | Buy |
101,258
+86,740
| +597% | +$1.21M | 0.01% | 1074 |
|
|
2015
Q4 | $191K | Buy |
+14,518
| New | +$191K | ﹤0.01% | 2130 |
|