Allworth Financial’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305 | Hold |
50
| – | – | ﹤0.01% | 4239 |
|
|
2025
Q1 | $362 | Hold |
50
| – | – | ﹤0.01% | 3755 |
|
|
2024
Q4 | $391 | Hold |
50
| – | – | ﹤0.01% | 3659 |
|
|
2024
Q3 | $429 | Hold |
50
| – | – | ﹤0.01% | 3451 |
|
|
2024
Q2 | $515 | Hold |
50
| – | – | ﹤0.01% | 3368 |
|
|
2024
Q1 | $436 | Hold |
50
| – | – | ﹤0.01% | 3317 |
|
|
2023
Q4 | $434 | Hold |
50
| – | – | ﹤0.01% | 3163 |
|
|
2023
Q3 | $630 | Hold |
50
| – | – | ﹤0.01% | 2988 |
|
|
2023
Q2 | $815 | Hold |
50
| – | – | ﹤0.01% | 2793 |
|
|
2023
Q1 | $1.02K | Buy |
+50
| New | +$1.02K | ﹤0.01% | 2666 |
|