EverSource Wealth Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84K | Buy |
557
+249
| +81% | +$2.61K | ﹤0.01% | 3085 |
|
|
2025
Q1 | $3.98K | Buy |
308
+283
| +1,132% | +$3.66K | ﹤0.01% | 2601 |
|
|
2024
Q4 | $395 | Sell |
25
-50
| -67% | -$790 | ﹤0.01% | 3268 |
|
|
2024
Q3 | $1.34K | Buy |
75
+47
| +168% | +$837 | ﹤0.01% | 2652 |
|
|
2024
Q2 | $689 | Buy |
28
+4
| +17% | +$98 | ﹤0.01% | 2812 |
|
|
2024
Q1 | $568 | Buy |
+24
| New | +$568 | ﹤0.01% | 2684 |
|