First Horizon Advisors’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 | $1.51K | Hold |
23
| – | – | ﹤0.01% | 2094 |
|
|
2025
Q1 | $1.37K | Hold |
23
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q4 | $1.47K | Hold |
23
| – | – | ﹤0.01% | 2051 |
|
|
2024
Q3 | $1.18K | Sell |
23
-14
| -38% | -$716 | ﹤0.01% | 2109 |
|
|
2024
Q2 | $1.77K | Hold |
37
| – | – | ﹤0.01% | 2007 |
|
|
2024
Q1 | $1.48K | Hold |
37
| – | – | ﹤0.01% | 2096 |
|
|
2023
Q4 | $1.53K | Buy |
37
+15
| +68% | +$619 | ﹤0.01% | 2103 |
|
|
2023
Q3 | $842 | Hold |
22
| – | – | ﹤0.01% | 2244 |
|
|
2023
Q2 | $883 | Buy |
+22
| New | +$883 | ﹤0.01% | 2294 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$677 | – | 2534 |
|
|
2022
Q4 | $677 | Sell |
16
-66
| -80% | -$2.79K | ﹤0.01% | 2337 |
|
|
2022
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 2021 |
|
|
2022
Q2 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 2107 |
|
|
2022
Q1 | – | Sell |
-64
| Closed | -$2K | – | 2128 |
|
|
2021
Q4 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1994 |
|
|
2020
Q3 | – | Sell |
-36
| Closed | – | – | 1511 |
|
|
2020
Q2 | $0 | Hold |
36
| – | – | ﹤0.01% | 1459 |
|
|
2020
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 1519 |
|
|
2019
Q4 | $0 | Buy |
36
+19
| +112% | – | ﹤0.01% | 1572 |
|
|
2019
Q3 | $0 | Buy |
+17
| New | – | ﹤0.01% | 1617 |
|
|
2019
Q2 | – | Sell |
-43
| Closed | -$1K | – | 1616 |
|
|
2019
Q1 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1504 |
|