Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on May 24, 2022
300
$44.6 - $53.7 $13.4K - $16.1K
ATKR
Atkore Inc.

Industrials
Q1 2022 Filed on May 24, 2022
300
$93.38 - $119.16 $28K - $35.7K
COUP
Coupa Software Inc

Technology
Q1 2022 Filed on May 24, 2022
15
$72.55 - $164.06 $1.09K - $2.46K
KIM
Kimco Realty Corp

Real Estate
Q1 2022 Filed on May 24, 2022
170
$22.92 - $25.36 $3.9K - $4.31K
OMF
One Main Holdings, Inc.

Financial Services
Q1 2022 Filed on May 24, 2022
20
$42.33 - $54.74 $847 - $1.09K
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on May 24, 2022
70
$14.0 - $18.74 $980 - $1.31K
COCO
Vita Coco Company, Inc.

Consumer Defensive
Q1 2022 Filed on May 24, 2022
2,000
$7.56 - $12.73 $15.1K - $25.5K
CHWY
Chewy, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
700
$36.87 - $57.48 $25.8K - $40.2K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
1,100
$11.45 - $19.88 $12.6K - $21.9K
RKT
Rocket Companies, Inc.

Financial Services
Q1 2022 Filed on May 24, 2022
100
$10.25 - $14.98 $1.03K - $1.5K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
25
$40.3 - $51.35 $1.01K - $1.28K
TFII
Tfi International Inc.

Industrials
Q1 2022 Filed on May 24, 2022
58
$90.91 - $111.61 $5.27K - $6.47K
Xilinx Inc
Q1 2022 Filed on May 24, 2022
600
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 24, 2022
335
$44.64 - $55.71 $15K - $18.7K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q1 2022 Filed on May 24, 2022
300
$53.59 - $74.87 $16.1K - $22.5K
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 24, 2022
10
$228.85 - $267.17 $2.29K - $2.67K
Proshares Tr
Q4 2021 Filed on Feb 16, 2022
2,600
N/A
EBIX
Ebix Inc

Technology
Q4 2021 Filed on Feb 16, 2022
500
$27.05 - $38.83 $13.5K - $19.4K
DRIO
Dario Health Corp.

Healthcare
Q4 2021 Filed on Feb 16, 2022
840
$12.52 - $19.02 $10.5K - $16K
TWTR
Twitter, Inc.

Communication Services
Q4 2021 Filed on Feb 16, 2022
335
$42.07 - $66.11 $14.1K - $22.1K
COMP
Compass, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
485
$8.64 - $13.52 $4.19K - $6.56K
GDRX
Good Rx Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 16, 2022
360
$32.11 - $47.16 $11.6K - $17K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 16, 2022
170
$106.72 - $126.76 $18.1K - $21.5K
Ishares Tr
Q4 2021 Filed on Feb 16, 2022
1,730
N/A
STKL
Sun Opta Inc.

Consumer Defensive
Q4 2021 Filed on Feb 16, 2022
1,175
$5.87 - $8.88 $6.9K - $10.4K
HEP
Holly Energy Partners LP

Energy
Q4 2021 Filed on Feb 16, 2022
10,900
$15.9 - $20.38 $173K - $222K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
30
$181.81 - $285.66 $5.45K - $8.57K
First Midwest Bancorp Del
Q4 2021 Filed on Feb 16, 2022
1,200
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2021 Filed on Feb 16, 2022
770
$11.94 - $13.51 $9.19K - $10.4K
SDC
Smile Direct Club, Inc.

Healthcare
Q4 2021 Filed on Feb 16, 2022
700
$2.32 - $6.75 $1.62K - $4.73K
CAL
Caleres Inc

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
1,400
$21.08 - $28.81 $29.5K - $40.3K
AMRS
Amyris, Inc.

Basic Materials
Q4 2021 Filed on Feb 16, 2022
800
$5.0 - $14.85 $4K - $11.9K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 16, 2022
166
$5.41 - $8.5 $898 - $1.41K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2021 Filed on Feb 16, 2022
100
$56.41 - $74.32 $5.64K - $7.43K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
200
$71.94 - $111.41 $14.4K - $22.3K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2021 Filed on Feb 16, 2022
1,100
$21.68 - $27.27 $23.8K - $30K
FVD
First Tr Value Line Divid Inde

ETFs
Q4 2021 Filed on Feb 16, 2022
153
$39.46 - $43.04 $6.04K - $6.59K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2021 Filed on Feb 16, 2022
143
$41.55 - $45.28 $5.94K - $6.48K
NEU
Newmarket Corp

Basic Materials
Q4 2021 Filed on Feb 16, 2022
40
$321.26 - $376.51 $12.9K - $15.1K
PUBM
Pub Matic, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
800
$22.61 - $39.93 $18.1K - $31.9K
SONO
Sonos Inc

Technology
Q4 2021 Filed on Feb 16, 2022
700
$28.85 - $34.99 $20.2K - $24.5K
STRA
Strategic Education, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 16, 2022
200
$52.85 - $72.92 $10.6K - $14.6K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2021 Filed on Feb 16, 2022
1,785
$84.47 - $85.89 $151K - $153K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
520
$22.7 - $40.83 $11.8K - $21.2K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2021 Filed on Feb 16, 2022
650
$44.23 - $50.68 $28.7K - $32.9K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 16, 2022
120
$73.76 - $100.53 $8.85K - $12.1K
ADI
Analog Devices Inc

Technology
Q4 2021 Filed on Feb 16, 2022
80
$164.02 - $188.8 $13.1K - $15.1K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
100
$40.32 - $48.72 $4.03K - $4.87K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q4 2021 Filed on Feb 16, 2022
1,575
$108.77 - $134.15 $171K - $211K
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