Creative Planning’s Orion Group Holdings ORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+22,266
| New | +$202K | ﹤0.01% | 3201 |
|
|
2025
Q1 | – | Sell |
-2,910
| Closed | -$21.3K | – | 3626 |
|
|
2024
Q4 | $21.3K | Buy |
+2,910
| New | +$21.3K | ﹤0.01% | 3319 |
|
|
2013
Q4 | – | Sell |
-1,000
| Closed | -$10K | – | 3417 |
|
|
2013
Q3 | $10K | Sell |
1,000
-4,000
| -80% | -$40K | ﹤0.01% | 2466 |
|
|
2013
Q2 | $60K | Buy |
+5,000
| New | +$60K | ﹤0.01% | 1279 |
|