Concord Wealth Partners’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$28 | – | 894 |
|
|
2025
Q1 | $28 | Hold |
13
| – | – | ﹤0.01% | 800 |
|
|
2024
Q4 | $48 | Sell |
13
-33
| -72% | -$122 | ﹤0.01% | 909 |
|
|
2024
Q3 | $184 | Hold |
46
| – | – | ﹤0.01% | 928 |
|
|
2024
Q2 | $165 | Hold |
46
| – | – | ﹤0.01% | 798 |
|
|
2024
Q1 | $161 | Hold |
46
| – | – | ﹤0.01% | 830 |
|
|
2023
Q4 | $263 | Sell |
46
-5
| -10% | -$29 | ﹤0.01% | 790 |
|
|
2023
Q3 | $266 | Hold |
51
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q2 | $337 | Buy |
51
+20
| +65% | +$132 | ﹤0.01% | 1005 |
|
|
2023
Q1 | $208 | Sell |
31
-37
| -54% | -$248 | ﹤0.01% | 962 |
|
|
2022
Q4 | $581 | Buy |
+68
| New | +$581 | ﹤0.01% | 1148 |
|
|
2022
Q3 | – | Sell |
-48
| Closed | -$1K | – | 818 |
|
|
2022
Q2 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 1167 |
|
|
2022
Q1 | – | Sell |
-87
| Closed | -$2K | – | 1353 |
|
|
2021
Q4 | $2K | Buy |
+87
| New | +$2K | ﹤0.01% | 1149 |
|