Popular shares owned by Oak Family Advisors
Historical chart of Oak Family Advisors investment in Popular
Tip: Access up to 7 years of quarterly data
All positions including Popular held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Popular by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 21k | 88.09 |
| 2023-12-31 | $2.8M | 35k | 82.07 |
| 2023-09-30 | $2.4M | 38k | 63.01 |
| 2023-06-30 | $2.4M | 41k | 60.52 |
| 2023-03-31 | $2.3M | 40k | 57.41 |
| 2022-12-31 | $3.0M | 46k | 66.32 |
| 2022-09-30 | $3.1M | 43k | 72.06 |
| 2022-06-30 | $3.3M | 43k | 76.92 |
| 2022-03-31 | $3.5M | 43k | 81.74 |
| 2021-12-31 | $4.6M | 56k | 82.05 |
| 2021-09-30 | $5.1M | 66k | 77.67 |
| 2021-06-30 | $5.0M | 67k | 75.05 |
| 2021-03-31 | $4.8M | 68k | 70.32 |
| 2020-12-31 | $4.5M | 80k | 56.32 |