Allworth Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158 | Sell |
15
-248
| -94% | -$2.61K | ﹤0.01% | 4338 |
|
|
2025
Q1 | $3.21K | Sell |
263
-1,245
| -83% | -$15.2K | ﹤0.01% | 3004 |
|
|
2024
Q4 | $22.5K | Hold |
1,508
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q3 | $26.9K | Hold |
1,508
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q2 | $34.4K | Buy |
1,508
+705
| +88% | +$16.1K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $18.9K | Sell |
803
-59
| -7% | -$1.39K | ﹤0.01% | 1804 |
|
|
2023
Q4 | $23.9K | Buy |
862
+59
| +7% | +$1.64K | ﹤0.01% | 1543 |
|
|
2023
Q3 | $17.1K | Hold |
803
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q2 | $17K | Hold |
803
| – | – | ﹤0.01% | 1636 |
|
|
2023
Q1 | $21K | Hold |
803
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q4 | $14.3K | Hold |
803
| – | – | ﹤0.01% | 1545 |
|
|
2022
Q3 | $11K | Buy |
+803
| New | +$11K | ﹤0.01% | 1627 |
|