Envestnet Asset Management’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 | $428K | Buy |
47,172
+2,853
| +6% | +$25.9K | ﹤0.01% | 3814 |
|
|
2025
Q1 | $232K | Buy |
44,319
+17,391
| +65% | +$91K | ﹤0.01% | 4071 |
|
|
2024
Q4 | $197K | Buy |
26,928
+3,728
| +16% | +$27.3K | ﹤0.01% | 4105 |
|
|
2024
Q3 | $134K | Buy |
23,200
+12,413
| +115% | +$71.6K | ﹤0.01% | 4089 |
|
|
2024
Q2 | $103K | Sell |
10,787
-3,227
| -23% | -$30.7K | ﹤0.01% | 4051 |
|
|
2024
Q1 | $115K | Buy |
+14,014
| New | +$115K | ﹤0.01% | 4047 |
|