Northern Oak Wealth Management Inc Closed Holding Positions

Northern Oak Wealth Management Inc

  • $857 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ONL
Orion Office Reit Inc.

Real Estate
Q1 2022 Filed on May 24, 2022
70
$14.0 - $18.74 $980 - $1.31K
TFII
Tfi International Inc.

Industrials
Q1 2022 Filed on May 24, 2022
58
$90.91 - $111.61 $5.27K - $6.47K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2022 Filed on May 24, 2022
4
$177.34 - $221.73 $709 - $887
VICI
Vici Properties Inc.

Real Estate
Q1 2022 Filed on May 24, 2022
306
$26.77 - $30.15 $8.19K - $9.23K
COCO
Vita Coco Company, Inc.

Consumer Defensive
Q1 2022 Filed on May 24, 2022
2,000
$7.56 - $12.73 $15.1K - $25.5K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 24, 2022
22
$378.09 - $648.05 $8.32K - $14.3K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
280
$27.95 - $40.74 $7.83K - $11.4K
MGA
Magna International Inc

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
15
$56.88 - $89.34 $853 - $1.34K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 24, 2022
335
$44.64 - $55.71 $15K - $18.7K
GEN
Gen Digital Inc Com
Q1 2022 Filed on May 24, 2022
730
N/A
Xilinx Inc
Q1 2022 Filed on May 24, 2022
600
N/A
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on May 24, 2022
1,100
$11.45 - $19.88 $12.6K - $21.9K
VDE
Vanguard Energy ETF

ETFs
Q1 2022 Filed on May 24, 2022
20
$80.1 - $110.55 $1.6K - $2.21K
STN
Stantec Inc

Industrials
Q1 2022 Filed on May 24, 2022
200
$47.89 - $55.7 $9.58K - $11.1K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2022 Filed on May 24, 2022
150
$77.19 - $103.46 $11.6K - $15.5K
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2022 Filed on May 24, 2022
20
$346.62 - $520.2 $6.93K - $10.4K
DRIO
Dario Health Corp.

Healthcare
Q4 2021 Filed on Feb 16, 2022
840
$12.52 - $19.02 $10.5K - $16K
SONO
Sonos Inc

Technology
Q4 2021 Filed on Feb 16, 2022
700
$28.85 - $34.99 $20.2K - $24.5K
ZM
Zoom Video Communications, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
30
$181.81 - $285.66 $5.45K - $8.57K
STKL
Sun Opta Inc.

Consumer Defensive
Q4 2021 Filed on Feb 16, 2022
1,175
$5.87 - $8.88 $6.9K - $10.4K
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
ADI
Analog Devices Inc

Technology
Q4 2021 Filed on Feb 16, 2022
80
$164.02 - $188.8 $13.1K - $15.1K
Invesco Exch Trd Slf Idx Fd
Q4 2021 Filed on Feb 16, 2022
185,372
N/A
CGC
Canopy Growth Corp

Healthcare
Q4 2021 Filed on Feb 16, 2022
115
$8.73 - $15.27 $1K - $1.76K
Proshares Tr
Q4 2021 Filed on Feb 16, 2022
2,600
N/A
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
First Midwest Bancorp Del
Q4 2021 Filed on Feb 16, 2022
1,200
N/A
HEP
Holly Energy Partners LP

Energy
Q4 2021 Filed on Feb 16, 2022
10,900
$15.9 - $20.38 $173K - $222K
Ishares Tr
Q4 2021 Filed on Feb 16, 2022
1,730
N/A
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
50
$166.95 - $218.76 $8.35K - $10.9K
TMUS
T Mobile Us, Inc.

Communication Services
Q4 2021 Filed on Feb 16, 2022
170
$106.72 - $126.76 $18.1K - $21.5K
EBIX
Ebix Inc

Technology
Q4 2021 Filed on Feb 16, 2022
500
$27.05 - $38.83 $13.5K - $19.4K
ADNT
Adient PLC

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
100
$40.32 - $48.72 $4.03K - $4.87K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 16, 2022
120
$73.76 - $100.53 $8.85K - $12.1K
PLBY
Plby Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 16, 2022
520
$22.7 - $40.83 $11.8K - $21.2K
SAVE
Spirit Airlines, Inc.

Industrials
Q4 2021 Filed on Feb 16, 2022
645
$20.04 - $27.01 $12.9K - $17.4K
SDIV
Global X Fds Global X Superdiv

ETFs
Q4 2021 Filed on Feb 16, 2022
770
$11.94 - $13.51 $9.19K - $10.4K
NEU
Newmarket Corp

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

Basic Materials
Q4 2021 Filed on Feb 16, 2022
800
$5.0 - $14.85 $4K - $11.9K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q4 2021 Filed on Feb 16, 2022
1,100
$21.68 - $27.27 $23.8K - $30K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q4 2021 Filed on Feb 16, 2022
100
$56.41 - $74.32 $5.64K - $7.43K
STRA
Strategic Education, Inc.

Consumer Defensive
Q4 2021 Filed on Feb 16, 2022
200
$52.85 - $72.92 $10.6K - $14.6K
PUBM
Pub Matic, Inc.

Technology
Q4 2021 Filed on Feb 16, 2022
800
$22.61 - $39.93 $18.1K - $31.9K
ACB
Aurora Cannabis Inc

Healthcare
Q4 2021 Filed on Feb 16, 2022
166
$5.41 - $8.5 $898 - $1.41K
SDC
Smile Direct Club, Inc.

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