Charles Schwab’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.75M | Buy |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $896K | Sell |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $755K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.92M | Sell |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $2.66M | Buy |
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|
2020
Q2 | $1.56M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $644K | Hold |
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|
2019
Q3 | $705K | Hold |
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|
2019
Q2 | $638K | Hold |
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|
2019
Q1 | $610K | Buy |
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|
2018
Q4 | $557K | Hold |
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|
2018
Q3 | $689K | Buy |
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|
2018
Q2 | $586K | Hold |
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|
2018
Q1 | $539K | Buy |
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|
2017
Q4 | $467K | Buy |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $227K | Hold |
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|
2017
Q1 | $236K | Hold |
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|
2016
Q4 | $257K | Hold |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $214K | Hold |
|
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|
2016
Q1 | $218K | Sell |
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|
2015
Q4 | $593K | Hold |
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|
2015
Q3 | $683K | Hold |
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|
2015
Q2 | $897K | Hold |
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|
2015
Q1 | $800K | Sell |
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|
2014
Q4 | $833K | Hold |
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|
2014
Q3 | $725K | Hold |
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|
2014
Q2 | $859K | Buy |
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|
2014
Q1 | $952K | Hold |
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|
2013
Q4 | $841K | Hold |
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|
2013
Q3 | $603K | Sell |
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|
2013
Q2 | $795K | Buy |
|