Creative Planning’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 | $24.4K | Buy |
+11,454
| New | +$24.4K | ﹤0.01% | 3553 |
|
|
2025
Q1 | – | Sell |
-7,709
| Closed | -$28.6K | – | 3625 |
|
|
2024
Q4 | $28.6K | Sell |
7,709
-2,851
| -27% | -$10.6K | ﹤0.01% | 3285 |
|
|
2024
Q3 | $42.2K | Buy |
10,560
+33
| +0.3% | +$132 | ﹤0.01% | 3108 |
|
|
2024
Q2 | $37.8K | Buy |
+10,527
| New | +$37.8K | ﹤0.01% | 2928 |
|
|
2023
Q4 | – | Sell |
-10,189
| Closed | -$53.1K | – | 2924 |
|
|
2023
Q3 | $53.1K | Sell |
10,189
-5,864
| -37% | -$30.6K | ﹤0.01% | 2462 |
|
|
2023
Q2 | $106K | Buy |
16,053
+15,969
| +19,011% | +$106K | ﹤0.01% | 2323 |
|
|
2023
Q1 | $563 | Buy |
+84
| New | +$563 | ﹤0.01% | 2480 |
|
|
2022
Q2 | – | Sell |
-92
| Closed | -$1K | – | 2350 |
|
|
2022
Q1 | $1K | Buy |
+92
| New | +$1K | ﹤0.01% | 2258 |
|