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Concord Wealth Partners’s Oceaneering OII Stock Holding History

Concord Wealth Partners’s Portfolio OII Stock Details OII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$782 – 922
2024
Q4 		$782 Hold
30
– – ﹤0.01% 827
2024
Q3 		$746 Buy
+30
New +$773 ﹤0.01% 866
2022
Q3 		– Sell
-123
Closed -$1K – 809
2022
Q2 		$1K Sell
123
-1,271
-91% -$15.6K ﹤0.01% 1165
2022
Q1 		$21K Sell
1,394
-553
-28% -$7.96K 0.01% 623
2021
Q4 		$22K Buy
1,947
+1,388
+248% +$18K 0.01% 624
2021
Q3 		$7K Sell
559
-476
-46% -$6.21K ﹤0.01% 533
2021
Q2 		$16K Buy
+1,035
New +$14.4K ﹤0.01% 549

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GF
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