IFP Advisors’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18 | Hold |
3
| – | – | ﹤0.01% | 4852 |
|
|
2025
Q1 | $22 | Hold |
3
| – | – | ﹤0.01% | 4153 |
|
|
2024
Q4 | $24 | Hold |
3
| – | – | ﹤0.01% | 4426 |
|
|
2024
Q3 | $25 | Hold |
3
| – | – | ﹤0.01% | 3267 |
|
|
2024
Q2 | $34 | Sell |
3
-1
| -25% | -$11 | ﹤0.01% | 3191 |
|
|
2024
Q1 | $30 | Buy |
4
+1
| +33% | +$8 | ﹤0.01% | 3086 |
|
|
2023
Q4 | $26 | Sell |
3
-12
| -80% | -$104 | ﹤0.01% | 3002 |
|
|
2023
Q3 | $192 | Buy |
15
+7
| +88% | +$90 | ﹤0.01% | 3201 |
|
|
2023
Q2 | $122 | Hold |
8
| – | – | ﹤0.01% | 3341 |
|
|
2023
Q1 | $65 | Sell |
8
-101
| -93% | -$821 | ﹤0.01% | 3320 |
|
|
2022
Q4 | $6K | Sell |
109
-115
| -51% | -$6.33K | ﹤0.01% | 3711 |
|
|
2022
Q3 | $10K | Hold |
224
| – | – | ﹤0.01% | 3659 |
|
|
2022
Q2 | $10K | Hold |
224
| – | – | ﹤0.01% | 3415 |
|
|
2022
Q1 | $10K | Buy |
224
+215
| +2,389% | +$9.6K | ﹤0.01% | 3415 |
|
|
2021
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 2773 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4179 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3945 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | -$1K | – | 3853 |
|
|
2020
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 2768 |
|
|
2018
Q4 | – | Sell |
-16
| Closed | – | – | 3722 |
|
|
2018
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 3902 |
|
|
2018
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 3957 |
|
|
2018
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 3787 |
|
|
2017
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 3963 |
|
|
2017
Q2 | – | Sell |
-500
| Closed | -$10K | – | 4131 |
|
|
2017
Q1 | $10K | Hold |
500
| – | – | ﹤0.01% | 2891 |
|
|
2016
Q4 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 2824 |
|