Oakworth Capital, Inc. Purchases in Q1 2025

Oakworth Capital, Inc.

  • $1.43 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
563
+ 10.17%
$53.9 - $63.11 $30.3K - $35.5K
6.1K $371K
CB
Chubb LTD

Financial Services
17
+ 0.91%
$257.71 - $301.99 $4.38K - $5.13K
1.89K $571K
BSX
Boston Scientific Corp

Healthcare
19
+ 0.43%
$89.38 - $106.18 $1.7K - $2.02K
4.48K $451K
CTAS
Cintas Corp

Industrials
160
+ 17.39%
$182.09 - $208.14 $29.1K - $33.3K
1.08K $221K
IEMG
Ishares Inc

ETFs
965
+ 306.35%
N/A
1.28K $68K
TMUS
T Mobile Us, Inc.

Communication Services
31
+ 3.4%
$211.3 - $272.83 $6.55K - $8.46K
943 $251K
IVE
Ishares S&P 500 Value ETF

ETFs
246
New
$185.78 - $198.58 $45.7K - $48.9K
246 $46K
ALLE
Allegion PLC

Industrials
350
New
$123.79 - $135.5 $43.3K - $47.4K
350 $45K
PGR
Progressive Corp

Financial Services
33
+ 3.97%
$235.61 - $291.22 $7.78K - $9.61K
864 $244K
META
Meta Platforms, Inc.

Communication Services
101
+ 9.56%
$576.36 - $736.67 $58.2K - $74.4K
1.16K $666K
PSX
Phillips 66

Energy
227
+ 13.72%
$113.93 - $131.55 $25.9K - $29.9K
1.88K $232K
GPC
Genuine Parts CO

Consumer Cyclical
275
+ 7.05%
$115.91 - $129.02 $31.9K - $35.5K
4.18K $497K
RSP
Invesco S&P 500 Equal Weight E

ETFs
254
+ 30.24%
$169.43 - $182.84 $43K - $46.4K
1.09K $189K
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.66K
New
$22.35 - $24.52 $37.2K - $40.8K
1.66K $39K
IEFA
Ishares Tr

ETFs
364
+ 35.07%
$69.57 - $78.65 $25.3K - $28.6K
1.4K $106K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.29K
+ 4.99%
$22.25 - $23.0 $28.7K - $29.7K
27.1K $623K
SHEL
Shell PLC

Energy
15
+ 0.56%
$62.84 - $73.29 $943 - $1.1K
2.69K $197K
XEL
Xcel Energy Inc

Utilities
362
+ 46.17%
$63.37 - $72.1 $22.9K - $26.1K
1.15K $81K
CTVA
Corteva, Inc.

Basic Materials
322
+ 27.33%
$55.94 - $66.15 $18K - $21.3K
1.5K $94K
BP
Bp PLC

Energy
300
+ 7.46%
$29.93 - $35.31 $8.98K - $10.6K
4.32K $145K
NFLX
Netflix Inc

Communication Services
17
+ 6.85%
$828.4 - $1058.6 $14.1K - $18K
265 $247K
XLC
Select Sector Spdr Tr Communic

ETFs
265
New
$94.84 - $105.31 $25.1K - $27.9K
265 $25K
AEP
American Electric Power CO Inc

Utilities
57
+ 5.65%
$90.32 - $109.27 $5.15K - $6.23K
1.07K $116K
WY
Weyerhaeuser CO

Real Estate
755
New
$27.29 - $31.39 $20.6K - $23.7K
755 $22K
ACLS
Axcelis Technologies Inc

Technology
450
New
$49.67 - $74.45 $22.4K - $33.5K
450 $22K
DD
Du Pont De Nemours, Inc.

Basic Materials
322
+ 36.59%
$72.7 - $84.32 $23.4K - $27.2K
1.2K $89K
XLV
Select Sector Spdr Fund Health

ETFs
150
New
$137.61 - $149.68 $20.6K - $22.5K
150 $21K
LEN
Lennar Corp

Consumer Cyclical
200
+ 139.86%
$113.93 - $141.54 $22.8K - $28.3K
343 $39K
GE
General Electric CO

Industrials
63
+ 29.17%
$168.59 - $212.13 $10.6K - $13.4K
279 $55K
ZS
Zscaler, Inc.

Technology
100
New
$181.66 - $216.87 $18.2K - $21.7K
100 $19K
TDG
Trans Digm Group Inc

Industrials
7
+ 10.0%
$1251.32 - $1394.11 $8.76K - $9.76K
77 $106K
URI
United Rentals, Inc.

Industrials
41
+ 39.05%
$594.17 - $789.56 $24.4K - $32.4K
146 $91K
SBAC
Sba Communications Corp

Real Estate
60
+ 25.75%
$192.76 - $224.91 $11.6K - $13.5K
293 $64K
BCS
Barclays PLC

Financial Services
1.17K
New
$12.69 - $16.25 $14.8K - $19K
1.17K $17K
HMC
Honda Motor CO LTD

Consumer Cyclical
600
New
$26.9 - $30.41 $16.1K - $18.2K
600 $16K
PWR
Quanta Services, Inc.

Industrials
160
+ 35.48%
$236.71 - $358.03 $37.9K - $57.3K
611 $155K
ITA
Ishares Tr

ETFs
80
New
$144.84 - $159.5 $11.6K - $12.8K
80 $12K
SPGI
S&P Global Inc.

Financial Services
17
+ 5.07%
$478.26 - $543.77 $8.13K - $9.24K
352 $178K
IJS
Ishares S&P Smallcap 600 Value

ETFs
290
+ 20.39%
$96.3 - $112.23 $27.9K - $32.5K
1.71K $166K
SCHG
Schwab Strategic Tr Us Large C

ETFs
483
New
$24.91 - $29.02 $12K - $14K
483 $12K
XLF
Financial Sector Spdr

ETFs
195
+ 12.05%
$47.32 - $52.19 $9.23K - $10.2K
1.81K $90K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
185
New
$58.32 - $65.09 $10.8K - $12K
185 $11K
PUK
Prudential PLC

Financial Services
478
New
$14.54 - $21.92 $6.95K - $10.5K
478 $10K
NSC
Norfolk Southern Corp

Industrials
19
+ 0.85%
$227.69 - $259.76 $4.33K - $4.94K
2.26K $535K
C
Citigroup Inc

Financial Services
115
+ 4.27%
$67.23 - $84.63 $7.73K - $9.73K
2.81K $199K
SLB
Schlumberger Limited

Energy
47
+ 2.07%
$38.4 - $43.74 $1.8K - $2.06K
2.32K $97K
JCI
Johnson Controls International PLC

Industrials
103
+ 12.42%
$76.12 - $90.6 $7.84K - $9.33K
932 $74K
EBAY
Ebay Inc

Consumer Cyclical
139
New
$61.61 - $70.93 $8.56K - $9.86K
139 $9K
IONS
Ionis Pharmaceuticals Inc

Healthcare
300
New
$30.17 - $34.97 $9.05K - $10.5K
300 $9K
Activity Summary
Buys All Purchases 210 New Holdings 75 Increased Positions 135 Sells All Sells 95 Reductions 95 Sold out 0 Options Calls 0 Puts 0
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