Silver Oak Advisory Group, Inc. MANAGER DIRECTED PORTFOLIOS Transaction History

Silver Oak Advisory Group, Inc.

  • $188 Million
  • Q1 2025
Number of Shares
65,536
Previous 64,516 1.58%
Holding current value
$664,000
Previous $652,000 1.84%
% of portfolio
0.35%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
1,020 Added 1.58%
65,536 $664,000
Q4 2024

Feb 07, 2025
BUY
N/A
3,153 Added 5.14%
64,516 $652,000
Q3 2024

Nov 08, 2024
BUY
N/A
106 Added 0.17%
61,363 $681,000
Q2 2024

Aug 01, 2024
BUY
N/A
5,989 Added 10.84%
61,257 $592,000
Q1 2024

May 03, 2024
SELL
N/A
-300 Reduced 0.54%
55,268 $542,000
Q4 2023

Feb 02, 2024
BUY
N/A
55,568 New
55,568 $553,000
Track This Portfolio

Track Silver Oak Advisory Group, Inc. Portfolio

Follow Silver Oak Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email