United Services Automobile Association’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,407
| Closed | -$213K | – | 730 |
|
|
2025
Q1 | $213K | Buy |
+8,407
| New | +$213K | 0.01% | 995 |
|
|
2024
Q3 | – | Sell |
-10,044
| Closed | -$302K | – | 428 |
|
|
2024
Q2 | $302K | Buy |
+10,044
| New | +$302K | 0.01% | 407 |
|
|
2023
Q1 | – | Sell |
-15,520
| Closed | -$460K | – | 475 |
|
|
2022
Q4 | $460K | Hold |
15,520
| – | – | 0.01% | 453 |
|
|
2022
Q3 | $411K | Buy |
15,520
+3,346
| +27% | +$88.6K | 0.01% | 465 |
|
|
2022
Q2 | $460K | Buy |
+12,174
| New | +$460K | 0.01% | 443 |
|
|
2016
Q4 | – | Sell |
-29,778
| Closed | -$966K | – | 1316 |
|
|
2016
Q3 | $966K | Buy |
+29,778
| New | +$966K | ﹤0.01% | 1099 |
|