Concord Wealth Partners’s Oceaneering OII Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-30
| Closed | -$782 | – | 921 |
|
2024
Q4 | $782 | Hold |
30
| – | – | ﹤0.01% | 826 |
|
2024
Q3 | $746 | Buy |
+30
| New | +$746 | ﹤0.01% | 865 |
|
2022
Q3 | – | Sell |
-123
| Closed | -$1K | – | 810 |
|
2022
Q2 | $1K | Sell |
123
-1,271
| -91% | -$10.3K | ﹤0.01% | 1165 |
|
2022
Q1 | $21K | Sell |
1,394
-553
| -28% | -$8.33K | 0.01% | 623 |
|
2021
Q4 | $22K | Buy |
1,947
+1,388
| +248% | +$15.7K | 0.01% | 624 |
|
2021
Q3 | $7K | Sell |
559
-476
| -46% | -$5.96K | ﹤0.01% | 533 |
|
2021
Q2 | $16K | Buy |
+1,035
| New | +$16K | ﹤0.01% | 549 |
|