Creative Planning’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
53,382
-299
| -0.6% | -$3.14K | ﹤0.01% | 2358 |
|
|
2025
Q1 | $694K | Buy |
53,681
+25,948
| +94% | +$336K | ﹤0.01% | 2005 |
|
|
2024
Q4 | $438K | Buy |
27,733
+245
| +0.9% | +$3.87K | ﹤0.01% | 2344 |
|
|
2024
Q3 | $490K | Buy |
+27,488
| New | +$490K | ﹤0.01% | 2128 |
|
|
2018
Q4 | – | Sell |
-15,686
| Closed | -$504K | – | 1889 |
|
|
2018
Q3 | $504K | Sell |
15,686
-19,442
| -55% | -$625K | ﹤0.01% | 1062 |
|
|
2018
Q2 | $1.08M | Buy |
+35,128
| New | +$1.08M | ﹤0.01% | 703 |
|