Creative Planning’s Obsidian Energy OBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
40,999
-500
| -1% | -$2.78K | ﹤0.01% | 3116 |
|
|
2025
Q1 | $243K | Hold |
41,499
| – | – | ﹤0.01% | 2902 |
|
|
2024
Q4 | $240K | Buy |
41,499
+288
| +0.7% | +$1.67K | ﹤0.01% | 2828 |
|
|
2024
Q3 | $228K | Buy |
+41,211
| New | +$228K | ﹤0.01% | 2737 |
|
|
2020
Q2 | – | Sell |
-92,656
| Closed | -$15K | – | 1877 |
|
|
2020
Q1 | $15K | Buy |
92,656
+29,586
| +47% | +$4.79K | ﹤0.01% | 1694 |
|
|
2019
Q4 | $45K | Buy |
63,070
+3
| +0% | +$2 | ﹤0.01% | 1803 |
|
|
2019
Q3 | $53K | Buy |
63,067
+21
| +0% | +$18 | ﹤0.01% | 1762 |
|
|
2019
Q2 | $75K | Buy |
63,046
+15,620
| +33% | +$18.6K | ﹤0.01% | 1755 |
|
|
2019
Q1 | $91K | Buy |
47,426
+78
| +0.2% | +$150 | ﹤0.01% | 1701 |
|
|
2018
Q4 | $134K | Sell |
47,348
-143
| -0.3% | -$405 | ﹤0.01% | 1577 |
|
|
2018
Q3 | $316K | Sell |
47,491
-164
| -0.3% | -$1.09K | ﹤0.01% | 1353 |
|
|
2018
Q2 | $377K | Sell |
47,655
-46
| -0.1% | -$364 | ﹤0.01% | 1229 |
|
|
2018
Q1 | $327K | Sell |
47,701
-21,421
| -31% | -$147K | ﹤0.01% | 1289 |
|
|
2017
Q4 | $600K | Sell |
69,122
-4,142
| -6% | -$36K | ﹤0.01% | 962 |
|
|
2017
Q3 | $538K | Buy |
73,264
+2,166
| +3% | +$15.9K | ﹤0.01% | 1007 |
|
|
2017
Q2 | $632K | Buy |
+71,098
| New | +$632K | ﹤0.01% | 893 |
|