Charles Schwab’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,699
| Closed | -$12.2K | – | 3547 |
|
|
2025
Q1 | $12.2K | Hold |
1,699
| – | – | ﹤0.01% | 3475 |
|
|
2024
Q4 | $13.6K | Hold |
1,699
| – | – | ﹤0.01% | 3492 |
|
|
2024
Q3 | $14.6K | Hold |
1,699
| – | – | ﹤0.01% | 3496 |
|
|
2024
Q2 | $18.9K | Hold |
1,699
| – | – | ﹤0.01% | 3594 |
|
|
2024
Q1 | $14.8K | Hold |
1,699
| – | – | ﹤0.01% | 3448 |
|
|
2023
Q4 | $14.7K | Hold |
1,699
| – | – | ﹤0.01% | 3505 |
|
|
2023
Q3 | $21.4K | Hold |
1,699
| – | – | ﹤0.01% | 3508 |
|
|
2023
Q2 | $27.7K | Hold |
1,699
| – | – | ﹤0.01% | 3518 |
|
|
2023
Q1 | $34.5K | Hold |
1,699
| – | – | ﹤0.01% | 3419 |
|
|
2022
Q4 | $30.9K | Hold |
1,699
| – | – | ﹤0.01% | 3452 |
|
|
2022
Q3 | $27K | Hold |
1,699
| – | – | ﹤0.01% | 3453 |
|
|
2022
Q2 | $35K | Buy |
+1,699
| New | +$35K | ﹤0.01% | 3445 |
|
|
2021
Q2 | – | Sell |
-6,698
| Closed | -$467K | – | 3500 |
|
|
2021
Q1 | $467K | Buy |
6,698
+268
| +4% | +$18.7K | ﹤0.01% | 3103 |
|
|
2020
Q4 | $635K | Sell |
6,430
-617
| -9% | -$60.9K | ﹤0.01% | 2910 |
|
|
2020
Q3 | $534K | Sell |
7,047
-200
| -3% | -$15.2K | ﹤0.01% | 2858 |
|
|
2020
Q2 | $251K | Buy |
+7,247
| New | +$251K | ﹤0.01% | 3119 |
|
|
2014
Q1 | – | Sell |
-1,564
| Closed | -$107K | – | 3071 |
|
|
2013
Q4 | $107K | Buy |
+1,564
| New | +$107K | ﹤0.01% | 3050 |
|