Allworth Financial’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
|
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|
2025
Q3 | $438 | Hold |
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|
2025
Q2 | $305 | Hold |
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|
2025
Q1 | $362 | Hold |
|
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|
2024
Q4 | $391 | Hold |
|
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|
2024
Q3 | $429 | Hold |
|
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|
2024
Q2 | $515 | Hold |
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|
2024
Q1 | $436 | Hold |
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|
2023
Q4 | $434 | Hold |
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|
2023
Q3 | $630 | Hold |
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|
2023
Q2 | $815 | Hold |
|
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|
2023
Q1 | $1.01K | Buy |
|