Allworth Financial’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24K | Buy |
34
+9
| +36% | +$592 | ﹤0.01% | 3647 |
|
|
2025
Q1 | $1.48K | Buy |
25
+11
| +79% | +$650 | ﹤0.01% | 3317 |
|
|
2024
Q4 | $991 | Hold |
14
| – | – | ﹤0.01% | 3392 |
|
|
2024
Q3 | $717 | Hold |
14
| – | – | ﹤0.01% | 3335 |
|
|
2024
Q2 | $747 | Hold |
14
| – | – | ﹤0.01% | 3265 |
|
|
2024
Q1 | $559 | Hold |
14
| – | – | ﹤0.01% | 3258 |
|
|
2023
Q4 | $579 | Hold |
14
| – | – | ﹤0.01% | 3101 |
|
|
2023
Q3 | $537 | Hold |
14
| – | – | ﹤0.01% | 3027 |
|
|
2023
Q2 | $563 | Hold |
14
| – | – | ﹤0.01% | 2875 |
|
|
2023
Q1 | $549 | Hold |
14
| – | – | ﹤0.01% | 2824 |
|
|
2022
Q4 | $593 | Buy |
14
+5
| +56% | +$212 | ﹤0.01% | 2590 |
|
|
2022
Q3 | $0 | Sell |
9
-9
| -50% | – | ﹤0.01% | 2974 |
|
|
2022
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2214 |
|