Charles Schwab’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.86M | Buy |
|
|||||
|
2025
Q2 | $11.4M | Buy |
|
|||||
|
2025
Q1 | $13.3M | Buy |
|
|||||
|
2024
Q4 | $15.2M | Buy |
|
|||||
|
2024
Q3 | $15.6M | Buy |
|
|||||
|
2024
Q2 | $18.5M | Sell |
|
|||||
|
2024
Q1 | $21.6M | Buy |
|
|||||
|
2023
Q4 | $24.9M | Buy |
|
|||||
|
2023
Q3 | $18M | Buy |
|
|||||
|
2023
Q2 | $16.5M | Sell |
|
|||||
|
2023
Q1 | $21.3M | Sell |
|
|||||
|
2022
Q4 | $14.8M | Buy |
|
|||||
|
2022
Q3 | $11M | Buy |
|
|||||
|
2022
Q2 | $12.8M | Buy |
|
|||||
|
2022
Q1 | $12.6M | Buy |
|
|||||
|
2021
Q4 | $14.1M | Buy |
|
|||||
|
2021
Q3 | $13.5M | Buy |
|
|||||
|
2021
Q2 | $13.7M | Sell |
|
|||||
|
2021
Q1 | $14.3M | Buy |
|
|||||
|
2020
Q4 | $12M | Buy |
|
|||||
|
2020
Q3 | $7.86M | Buy |
|
|||||
|
2020
Q2 | $3.2M | Buy |
|
|||||
|
2020
Q1 | $1.63M | Sell |
|
|||||
|
2019
Q4 | $6.69M | Buy |
|
|||||
|
2019
Q3 | $3.71M | Buy |
|
|||||
|
2019
Q2 | $2.65M | Buy |
|