United Capital Financial Advisors’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $249K | Buy |
+1,689
| New | +$263K | ﹤0.01% | 1452 |
|
|
2023
Q1 | – | Sell |
-5,725
| Closed | -$505K | – | 1040 |
|
|
2022
Q4 | $505K | Buy |
5,725
+45
| +0.8% | +$3.86K | ﹤0.01% | 754 |
|
|
2022
Q3 | $399K | Sell |
5,680
-101
| -2% | -$8.21K | ﹤0.01% | 818 |
|
|
2022
Q2 | $475K | Buy |
5,781
+46
| +0.8% | +$4.22K | ﹤0.01% | 812 |
|
|
2022
Q1 | $577K | Sell |
5,735
-329
| -5% | -$37K | ﹤0.01% | 802 |
|
|
2021
Q4 | $684K | Buy |
6,064
+29
| +0.5% | +$3.17K | ﹤0.01% | 781 |
|
|
2021
Q3 | $618K | Buy |
6,035
+13
| +0.2% | +$1.49K | ﹤0.01% | 808 |
|
|
2021
Q2 | $751K | Sell |
6,022
-2,498
| -29% | -$316K | ﹤0.01% | 766 |
|
|
2021
Q1 | $1.01M | Sell |
8,520
-1,655
| -16% | -$171K | 0.01% | 669 |
|
|
2020
Q4 | $876K | Sell |
10,175
-28
| -0.3% | -$2.23K | 0.01% | 708 |
|
|
2020
Q3 | $750K | Buy |
10,203
+12
| +0.1% | +$924 | ﹤0.01% | 734 |
|
|
2020
Q2 | $730K | Sell |
10,191
-1,358
| -12% | -$92.7K | 0.01% | 750 |
|
|
2020
Q1 | $743K | Buy |
11,549
+2,266
| +24% | +$178K | 0.01% | 699 |
|
|
2019
Q4 | $879K | Sell |
9,283
-58,297
| -86% | -$5.02M | 0.01% | 817 |
|
|
2019
Q3 | $5.12M | Buy |
67,580
+51,142
| +311% | +$3.91M | 0.04% | 406 |
|
|
2019
Q2 | $1.37M | Sell |
16,438
-3,896
| -19% | -$307K | 0.01% | 717 |
|
|
2019
Q1 | $1.53M | Buy |
20,334
+3,410
| +20% | +$252K | 0.01% | 661 |
|
|
2018
Q4 | $1.04M | Sell |
16,924
-407
| -2% | -$26.1K | 0.01% | 710 |
|
|
2018
Q3 | $1.24M | Buy |
17,331
+88
| +0.5% | +$6.34K | 0.01% | 719 |
|
|
2018
Q2 | $1.21M | Buy |
17,243
+381
| +2% | +$28.5K | 0.01% | 717 |
|
|
2018
Q1 | $1.3M | Sell |
16,862
-1,055
| -6% | -$89.9K | 0.01% | 707 |
|
|
2017
Q4 | $1.63M | Sell |
17,917
-1,285
| -7% | -$113K | 0.01% | 652 |
|
|
2017
Q3 | $1.58M | Sell |
19,202
-1,910
| -9% | -$140K | 0.01% | 637 |
|
|
2017
Q2 | $1.45M | Sell |
21,112
-908
| -4% | -$61.2K | 0.01% | 657 |
|
|
2017
Q1 | $1.51M | Buy |
22,020
+3,463
| +19% | +$238K | 0.01% | 634 |
|
|
2016
Q4 | $1.2M | Buy |
18,557
+9
| +0% | +$557 | 0.01% | 696 |
|
|
2016
Q3 | $1.04M | Hold |
18,548
| – | – | 0.01% | 763 |
|
|
2016
Q2 | $890K | Hold |
18,548
| – | – | 0.01% | 770 |
|
|
2016
Q1 | $758K | Sell |
18,548
-7
| -0% | -$248 | 0.01% | 772 |
|
|
2015
Q4 | $724K | Hold |
18,555
| – | – | 0.01% | 779 |
|
|
2015
Q3 | $674K | Sell |
18,555
-118
| -0.6% | -$4.61K | 0.01% | 812 |
|
|
2015
Q2 | $791K | Sell |
18,673
-411
| -2% | -$20.6K | 0.01% | 774 |
|
|
2015
Q1 | $1.03M | Hold |
19,084
| – | – | 0.01% | 715 |
|
|
2014
Q4 | $928K | Sell |
19,084
-151
| -0.8% | -$6.86K | 0.01% | 667 |
|
|
2014
Q3 | $849K | Sell |
19,235
-77
| -0.4% | -$3.83K | 0.01% | 651 |
|
|
2014
Q2 | $1.07M | Buy |
19,312
+417
| +2% | +$23.1K | 0.02% | 549 |
|
|
2014
Q1 | $1.11M | Buy |
+18,895
| New | +$1.04M | 0.02% | 461 |
|
|
2013
Q4 | – | Sell |
-22,210
| Closed | -$1.09M | – | 728 |
|
|
2013
Q3 | $1.09M | Hold |
22,210
| – | – | 0.03% | 334 |
|
|
2013
Q2 | $843K | Buy |
+22,210
| New | +$853K | 0.02% | 430 |
|
Other funds holding OSK
VPM
VCM
GA
