Allworth Financial’s Office Properties Income Trust OPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700 | Hold |
2,833
| – | – | ﹤0.01% | 4042 |
|
|
2025
Q1 | $1.13K | Hold |
2,833
| – | – | ﹤0.01% | 3421 |
|
|
2024
Q4 | $2.71K | Hold |
2,833
| – | – | ﹤0.01% | 3033 |
|
|
2024
Q3 | $6.18K | Buy |
2,833
+1,000
| +55% | +$2.18K | ﹤0.01% | 2471 |
|
|
2024
Q2 | $4.49K | Hold |
1,833
| – | – | ﹤0.01% | 2567 |
|
|
2024
Q1 | $3.74K | Sell |
1,833
-2,837
| -61% | -$5.79K | ﹤0.01% | 2533 |
|
|
2023
Q4 | $34.2K | Buy |
4,670
+4,524
| +3,099% | +$33.1K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $598 | Sell |
146
-2,098
| -93% | -$8.59K | ﹤0.01% | 3001 |
|
|
2023
Q2 | $17.3K | Buy |
2,244
+2,098
| +1,437% | +$16.2K | ﹤0.01% | 1628 |
|
|
2023
Q1 | $1.79K | Buy |
+146
| New | +$1.79K | ﹤0.01% | 2450 |
|
|
2022
Q4 | – | Sell |
-33
| Closed | – | – | 3139 |
|
|
2022
Q3 | $0 | Buy |
+33
| New | – | ﹤0.01% | 2971 |
|