Envestnet Asset Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.33M | Sell |
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|
2023
Q2 | $1.38M | Buy |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $152K | Buy |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $190K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $141K | Buy |
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|
2018
Q1 | $98K | Buy |
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|
2017
Q4 | $26K | Buy |
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|
2017
Q3 | $15K | Sell |
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|
2017
Q2 | $17K | Hold |
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|
2017
Q1 | $17K | Buy |
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|
2016
Q4 | $15K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $308K | Buy |
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