AlphaQuest’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 | $223K | Buy |
+3,388
| New | +$223K | 0.02% | 1059 |
|
2025
Q1 | – | Sell |
-1,175
| Closed | -$75.3K | – | 2062 |
|
2024
Q4 | $75.3K | Sell |
1,175
-2,895
| -71% | -$186K | 0.01% | 1184 |
|
2024
Q3 | $208K | Buy |
4,070
+2,375
| +140% | +$122K | 0.02% | 1060 |
|
2024
Q2 | $81.2K | Sell |
1,695
-2,529
| -60% | -$121K | 0.01% | 984 |
|
2024
Q1 | $169K | Sell |
4,224
-4,483
| -51% | -$179K | 0.03% | 694 |
|
2023
Q4 | $360K | Buy |
+8,707
| New | +$360K | 0.08% | 464 |
|