SFM
Systematic Financial Management’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.65M | Buy |
84,950
+1,347
| +2% | +$153K | 0.26% | 124 |
|
|
2025
Q1 | $7.87M | Sell |
83,603
-529
| -0.6% | -$49.8K | 0.22% | 133 |
|
|
2024
Q4 | $8M | Sell |
84,132
-8,594
| -9% | -$817K | 0.2% | 138 |
|
|
2024
Q3 | $9.29M | Buy |
92,726
+1,541
| +2% | +$154K | 0.24% | 137 |
|
|
2024
Q2 | $9.87M | Sell |
91,185
-2,902
| -3% | -$314K | 0.3% | 125 |
|
|
2024
Q1 | $11.7M | Sell |
94,087
-3,207
| -3% | -$400K | 0.33% | 117 |
|
|
2023
Q4 | $10.5M | Buy |
97,294
+14,426
| +17% | +$1.56M | 0.31% | 123 |
|
|
2023
Q3 | $7.91M | Sell |
82,868
-2,056
| -2% | -$196K | 0.25% | 132 |
|
|
2023
Q2 | $7.35M | Sell |
84,924
-3,252
| -4% | -$282K | 0.23% | 136 |
|
|
2023
Q1 | $7.33M | Sell |
88,176
-83,693
| -49% | -$6.96M | 0.24% | 131 |
|
|
2022
Q4 | $15.2M | Buy |
171,869
+2,741
| +2% | +$242K | 0.5% | 93 |
|
|
2022
Q3 | $11.9M | Buy |
169,128
+13,577
| +9% | +$954K | 0.43% | 102 |
|
|
2022
Q2 | $12.8M | Buy |
155,551
+78,841
| +103% | +$6.48M | 0.44% | 103 |
|
|
2022
Q1 | $7.72M | Buy |
76,710
+3,350
| +5% | +$337K | 0.24% | 138 |
|
|
2021
Q4 | $8.27M | Buy |
+73,360
| New | +$8.27M | 0.25% | 138 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$1K | – | 250 |
|
|
2020
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 245 |
|
|
2020
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $1K | Sell |
10
-93,910
| -100% | -$9.39M | ﹤0.01% | 504 |
|
|
2020
Q1 | $6.04M | Sell |
93,920
-13,147
| -12% | -$846K | 0.37% | 115 |
|
|
2019
Q4 | $10.1M | Sell |
107,067
-38,039
| -26% | -$3.6M | 0.4% | 112 |
|
|
2019
Q3 | $11M | Sell |
145,106
-41,834
| -22% | -$3.17M | 0.49% | 98 |
|
|
2019
Q2 | $15.6M | Sell |
186,940
-36,223
| -16% | -$3.02M | 0.61% | 59 |
|
|
2019
Q1 | $16.8M | Sell |
223,163
-187,244
| -46% | -$14.1M | 0.57% | 47 |
|
|
2018
Q4 | $25.2M | Buy |
410,407
+103,351
| +34% | +$6.34M | 0.77% | 16 |
|
|
2018
Q3 | $21.9M | Buy |
307,056
+133,838
| +77% | +$9.53M | 0.53% | 42 |
|
|
2018
Q2 | $12.2M | Buy |
173,218
+42,592
| +33% | +$3M | 0.3% | 138 |
|
|
2018
Q1 | $10.1M | Buy |
130,626
+4,729
| +4% | +$365K | 0.22% | 165 |
|
|
2017
Q4 | $11.4M | Sell |
125,897
-154,384
| -55% | -$14M | 0.23% | 152 |
|
|
2017
Q3 | $23.1M | Sell |
280,281
-305,392
| -52% | -$25.2M | 0.47% | 66 |
|
|
2017
Q2 | $40.3M | Buy |
585,673
+173,027
| +42% | +$11.9M | 0.75% | 29 |
|
|
2017
Q1 | $28.3M | Buy |
412,646
+296,941
| +257% | +$20.4M | 0.5% | 59 |
|
|
2016
Q4 | $7.48M | Buy |
115,705
+6,715
| +6% | +$434K | 0.12% | 218 |
|
|
2016
Q3 | $6.1M | Sell |
108,990
-5,288
| -5% | -$296K | 0.09% | 238 |
|
|
2016
Q2 | $5.45M | Sell |
114,278
-4,355
| -4% | -$208K | 0.07% | 239 |
|
|
2016
Q1 | $4.85M | Sell |
118,633
-20,531
| -15% | -$839K | 0.06% | 258 |
|
|
2015
Q4 | $5.43M | Sell |
139,164
-8,020
| -5% | -$313K | 0.06% | 262 |
|
|
2015
Q3 | $5.35M | Buy |
147,184
+23,772
| +19% | +$864K | 0.06% | 284 |
|
|
2015
Q2 | $5.23M | Sell |
123,412
-5,991
| -5% | -$254K | 0.04% | 321 |
|
|
2015
Q1 | $6.31M | Sell |
129,403
-9,703
| -7% | -$473K | 0.05% | 321 |
|
|
2014
Q4 | $6.77M | Sell |
139,106
-5,249
| -4% | -$255K | 0.05% | 317 |
|
|
2014
Q3 | $6.37M | Sell |
144,355
-1,025,014
| -88% | -$45.3M | 0.05% | 316 |
|
|
2014
Q2 | $64.9M | Buy |
1,169,369
+280,066
| +31% | +$15.6M | 0.44% | 78 |
|
|
2014
Q1 | $52.4M | Buy |
+889,303
| New | +$52.4M | 0.36% | 86 |
|
|
2013
Q4 | – | Sell |
-174,820
| Closed | -$8.56M | – | 682 |
|
|
2013
Q3 | $8.56M | Buy |
174,820
+980
| +0.6% | +$48K | 0.07% | 268 |
|
|
2013
Q2 | $6.6M | Buy |
+173,840
| New | +$6.6M | 0.06% | 278 |
|