Allworth Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158 | Sell |
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|
2025
Q1 | $3.21K | Sell |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $26.9K | Hold |
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|
2024
Q2 | $34.4K | Buy |
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|
2024
Q1 | $18.9K | Sell |
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|
2023
Q4 | $23.9K | Buy |
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|
2023
Q3 | $17.1K | Hold |
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|
2023
Q2 | $17K | Hold |
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|
2023
Q1 | $21K | Hold |
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|
2022
Q4 | $14.3K | Hold |
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|
2022
Q3 | $11K | Buy |
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