Empowered Funds’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
16,483
-19,864
| -55% | -$1.31M | 0.01% | 1049 |
|
|
2025
Q1 | $2.17M | Buy |
36,347
+1,836
| +5% | +$109K | 0.03% | 705 |
|
|
2024
Q4 | $2.21M | Buy |
34,511
+1,620
| +5% | +$104K | 0.03% | 695 |
|
|
2024
Q3 | $1.68M | Sell |
32,891
-7,180
| -18% | -$367K | 0.03% | 730 |
|
|
2024
Q2 | $1.92M | Buy |
40,071
+2,880
| +8% | +$138K | 0.03% | 626 |
|
|
2024
Q1 | $1.48M | Buy |
37,191
+2,800
| +8% | +$112K | 0.03% | 709 |
|
|
2023
Q4 | $1.42M | Buy |
34,391
+3,072
| +10% | +$127K | 0.04% | 640 |
|
|
2023
Q3 | $1.2M | Buy |
31,319
+2,528
| +9% | +$96.8K | 0.04% | 607 |
|
|
2023
Q2 | $1.16M | Buy |
+28,791
| New | +$1.16M | 0.04% | 575 |
|