Caxton Associates (New York)’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $278K | Hold |
4,336
| – | – | 0.01% | 417 |
|
2024
Q3 | $222K | Sell |
4,336
-3,801
| -47% | -$194K | 0.01% | 475 |
|
2024
Q2 | $390K | Sell |
8,137
-581
| -7% | -$27.8K | 0.01% | 364 |
|
2024
Q1 | $348K | Sell |
8,718
-300
| -3% | -$12K | 0.02% | 361 |
|
2023
Q4 | $373K | Hold |
9,018
| – | – | 0.02% | 360 |
|
2023
Q3 | $345K | Buy |
9,018
+2,104
| +30% | +$80.6K | 0.05% | 287 |
|
2023
Q2 | $278K | Buy |
+6,914
| New | +$278K | 0.04% | 352 |
|