Aquatic Capital Management’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 | $20.4K | Buy |
+310
| New | +$20.4K | ﹤0.01% | 1178 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$10.2K | – | 1542 |
|
|
2024
Q3 | $10.2K | Sell |
200
-100
| -33% | -$5.12K | ﹤0.01% | 1085 |
|
|
2024
Q2 | $14.4K | Buy |
+300
| New | +$14.4K | ﹤0.01% | 1116 |
|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$50K | – | 1527 |
|
|
2023
Q4 | $50K | Sell |
1,200
-500
| -29% | -$20.8K | ﹤0.01% | 1122 |
|
|
2023
Q3 | $65K | Buy |
1,700
+1,500
| +750% | +$57.4K | ﹤0.01% | 915 |
|
|
2023
Q2 | $8K | Sell |
200
-2,400
| -92% | -$96K | ﹤0.01% | 1216 |
|
|
2023
Q1 | $102K | Buy |
+2,600
| New | +$102K | 0.01% | 744 |
|