JFS Wealth Advisors’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $167 | Hold |
78
| – | – | ﹤0.01% | 1787 |
|
2025
Q1 | $167 | Hold |
78
| – | – | ﹤0.01% | 1849 |
|
2024
Q4 | $290 | Hold |
78
| – | – | ﹤0.01% | 1827 |
|
2024
Q3 | $312 | Hold |
78
| – | – | ﹤0.01% | 1842 |
|
2024
Q2 | $281 | Hold |
78
| – | – | ﹤0.01% | 1871 |
|
2024
Q1 | $274 | Hold |
78
| – | – | ﹤0.01% | 1867 |
|
2023
Q4 | $447 | Sell |
78
-40
| -34% | -$229 | ﹤0.01% | 1821 |
|
2023
Q3 | $615 | Hold |
118
| – | – | ﹤0.01% | 1708 |
|
2023
Q2 | $780 | Hold |
118
| – | – | ﹤0.01% | 1670 |
|
2023
Q1 | $791 | Hold |
118
| – | – | ﹤0.01% | 1638 |
|
2022
Q4 | $1.01K | Hold |
118
| – | – | ﹤0.01% | 1599 |
|
2022
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 1612 |
|
2022
Q2 | $1K | Hold |
118
| – | – | ﹤0.01% | 1604 |
|
2022
Q1 | $2K | Buy |
118
+61
| +107% | +$1.03K | ﹤0.01% | 1468 |
|
2021
Q4 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 1492 |
|