Carson Wealth (CWM LLC)’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Buy |
24,792
+7,428
| +43% | +$15.9K | ﹤0.01% | 3234 |
|
|
2025
Q1 | $37K | Sell |
17,364
-7,832
| -31% | -$16.7K | ﹤0.01% | 3228 |
|
|
2024
Q4 | $93K | Buy |
25,196
+334
| +1% | +$1.23K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $99K | Buy |
24,862
+7,830
| +46% | +$31.2K | ﹤0.01% | 2195 |
|
|
2024
Q2 | $61K | Buy |
17,032
+12,605
| +285% | +$45.1K | ﹤0.01% | 2333 |
|
|
2024
Q1 | $16K | Sell |
4,427
-704
| -14% | -$2.54K | ﹤0.01% | 3047 |
|
|
2023
Q4 | $29K | Buy |
5,131
+423
| +9% | +$2.39K | ﹤0.01% | 2539 |
|
|
2023
Q3 | $25K | Sell |
4,708
-646
| -12% | -$3.43K | ﹤0.01% | 2532 |
|
|
2023
Q2 | $35K | Sell |
5,354
-177
| -3% | -$1.16K | ﹤0.01% | 2251 |
|
|
2023
Q1 | $37K | Buy |
5,531
+315
| +6% | +$2.11K | ﹤0.01% | 2075 |
|
|
2022
Q4 | $45K | Sell |
5,216
-60
| -1% | -$518 | ﹤0.01% | 1797 |
|
|
2022
Q3 | $46K | Sell |
5,276
-178
| -3% | -$1.55K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $60K | Buy |
+5,454
| New | +$60K | ﹤0.01% | 1544 |
|
|
2022
Q1 | – | Sell |
-6,254
| Closed | -$117K | – | 3748 |
|
|
2021
Q4 | $117K | Buy |
+6,254
| New | +$117K | ﹤0.01% | 1238 |
|