HBK Sorce Advisory’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,910
| Closed | -$247K | – | 618 |
|
|
2023
Q4 | $247K | Buy |
+8,910
| New | +$247K | 0.01% | 457 |
|
|
2023
Q2 | – | Sell |
-8,423
| Closed | -$220K | – | 597 |
|
|
2023
Q1 | $220K | Sell |
8,423
-8,569
| -50% | -$224K | 0.01% | 511 |
|
|
2022
Q4 | $303K | Buy |
16,992
+4,866
| +40% | +$86.8K | 0.01% | 558 |
|
|
2022
Q3 | $162K | Buy |
+12,126
| New | +$162K | 0.01% | 473 |
|