Arete Wealth Advisors’s Origin Materials ORGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Buy |
+87,513
| New | +$42K | ﹤0.01% | 712 |
|
|
2025
Q1 | – | Sell |
-90,013
| Closed | -$115K | – | 784 |
|
|
2024
Q4 | $115K | Buy |
90,013
+16,050
| +22% | +$20.5K | 0.01% | 720 |
|
|
2024
Q3 | $114K | Buy |
73,963
+1,150
| +2% | +$1.77K | 0.01% | 670 |
|
|
2024
Q2 | $66K | Buy |
+72,813
| New | +$66K | 0.01% | 700 |
|
|
2024
Q1 | – | Sell |
-73,813
| Closed | -$61.7K | – | 626 |
|
|
2023
Q4 | $61.7K | Sell |
73,813
-1,100
| -1% | -$920 | ﹤0.01% | 716 |
|
|
2023
Q3 | $95.9K | Buy |
74,913
+49,538
| +195% | +$63.4K | 0.02% | 471 |
|
|
2023
Q2 | $108K | Sell |
25,375
-21,788
| -46% | -$92.7K | 0.01% | 628 |
|
|
2023
Q1 | $201K | Hold |
47,163
| – | – | 0.02% | 579 |
|
|
2022
Q4 | $217M | Buy |
+47,163
| New | +$217M | 0.02% | 539 |
|