IFP 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 | $3.13K | Buy |
298
+180
| +153% | +$1.89K | ﹤0.01% | 3675 |
|
|
2025
Q1 | $1.71K | Buy |
+118
| New | +$1.71K | ﹤0.01% | 3189 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3995 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4178 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3944 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3852 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3696 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3565 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3401 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3342 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3360 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3455 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$13K | – | 3721 |
|
|
2018
Q3 | $13K | Buy |
400
+200
| +100% | +$6.5K | ﹤0.01% | 2673 |
|
|
2018
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3129 |
|
|
2018
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3184 |
|
|
2017
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3181 |
|
|
2017
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 3485 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$6K | – | 4047 |
|
|
2016
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3172 |
|
|
2016
Q3 | $6K | Hold |
300
| – | – | ﹤0.01% | 3124 |
|
|
2016
Q2 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 3145 |
|
|
2016
Q1 | – | Sell |
-408
| Closed | -$5K | – | 3083 |
|
|
2015
Q4 | $5K | Buy |
+408
| New | +$5K | ﹤0.01% | 2960 |
|