Covestor’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
988
| – | – | 0.01% | 1604 |
|
|
2025
Q1 | $13K | Sell |
988
-48
| -5% | -$632 | 0.01% | 1360 |
|
|
2024
Q4 | $17K | Sell |
1,036
-297
| -22% | -$4.87K | 0.01% | 1277 |
|
|
2024
Q3 | $24K | Sell |
1,333
-3,210
| -71% | -$57.8K | 0.02% | 1150 |
|
|
2024
Q2 | $99K | Hold |
4,543
| – | – | 0.06% | 487 |
|
|
2024
Q1 | $106K | Sell |
4,543
-1,163
| -20% | -$27.1K | 0.07% | 507 |
|
|
2023
Q4 | $158K | Hold |
5,706
| – | – | 0.11% | 239 |
|
|
2023
Q3 | $121K | Buy |
5,706
+485
| +9% | +$10.3K | 0.09% | 318 |
|
|
2023
Q2 | $111K | Buy |
5,221
+980
| +23% | +$20.8K | 0.08% | 375 |
|
|
2023
Q1 | $110K | Sell |
4,241
-465
| -10% | -$12.1K | 0.1% | 329 |
|
|
2022
Q4 | $84K | Buy |
4,706
+173
| +4% | +$3.09K | 0.07% | 491 |
|
|
2022
Q3 | $61K | Sell |
4,533
-25
| -0.5% | -$336 | 0.05% | 624 |
|
|
2022
Q2 | $71K | Buy |
4,558
+1,575
| +53% | +$24.5K | 0.06% | 588 |
|
|
2022
Q1 | $48K | Buy |
+2,983
| New | +$48K | 0.03% | 814 |
|