Global Financial Private Client’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 | – | Sell |
-750
| Closed | -$44.7K | – | 1180 |
|
|
2025
Q1 | $44.7K | Hold |
750
| – | – | 0.02% | 339 |
|
|
2024
Q4 | $48.1K | Hold |
750
| – | – | 0.02% | 325 |
|
|
2024
Q3 | $38.4K | Hold |
750
| – | – | 0.02% | 342 |
|
|
2024
Q2 | $35.9K | Hold |
750
| – | – | 0.02% | 330 |
|
|
2024
Q1 | $29.4K | Hold |
750
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $31K | Hold |
750
| – | – | 0.01% | 342 |
|
|
2023
Q3 | $27.8K | Hold |
750
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $30K | Hold |
750
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $28.9K | Hold |
750
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $31.7K | Hold |
750
| – | – | 0.02% | 318 |
|
|
2022
Q3 | $23.1K | Hold |
750
| – | – | 0.01% | 343 |
|
|
2022
Q2 | $25.3K | Hold |
750
| – | – | 0.01% | 325 |
|
|
2022
Q1 | $32.3K | Hold |
750
| – | – | 0.02% | 310 |
|
|
2021
Q4 | $34.8K | Buy |
+750
| New | +$34.8K | 0.02% | 300 |
|