JPMorgan Chase & Co’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 | – | Sell |
-6
| Closed | -$44 | – | 6493 |
|
|
2025
Q1 | $44 | Sell |
6
-1
| -14% | -$7 | ﹤0.01% | 6128 |
|
|
2024
Q4 | $53 | Hold |
7
| – | – | ﹤0.01% | 6067 |
|
|
2024
Q3 | $58 | Hold |
7
| – | – | ﹤0.01% | 6020 |
|
|
2024
Q2 | $80 | Hold |
7
| – | – | ﹤0.01% | 5907 |
|
|
2024
Q1 | $62 | Buy |
7
+2
| +40% | +$18 | ﹤0.01% | 5975 |
|
|
2023
Q4 | $43 | Buy |
5
+1
| +25% | +$9 | ﹤0.01% | 6186 |
|
|
2023
Q3 | $44 | Buy |
+4
| New | +$44 | ﹤0.01% | 6059 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6203 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6036 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 5823 |
|
|
2022
Q3 | – | Sell |
-3,812
| Closed | -$77K | – | 5731 |
|
|
2022
Q2 | $77K | Buy |
3,812
+1
| +0% | +$20 | ﹤0.01% | 4732 |
|
|
2022
Q1 | $107K | Hold |
3,811
| – | – | ﹤0.01% | 4709 |
|
|
2021
Q4 | $138K | Sell |
3,811
-1,015
| -21% | -$36.8K | ﹤0.01% | 4703 |
|
|
2021
Q3 | $188K | Sell |
4,826
-52,901
| -92% | -$2.06M | ﹤0.01% | 4444 |
|
|
2021
Q2 | $3.31M | Buy |
57,727
+718
| +1% | +$41.1K | ﹤0.01% | 2902 |
|
|
2021
Q1 | $3.97M | Buy |
57,009
+28,021
| +97% | +$1.95M | ﹤0.01% | 2809 |
|
|
2020
Q4 | $2.86M | Buy |
28,988
+27,980
| +2,776% | +$2.76M | ﹤0.01% | 2761 |
|
|
2020
Q3 | $78K | Buy |
1,008
+110
| +12% | +$8.51K | ﹤0.01% | 4159 |
|
|
2020
Q2 | $31K | Buy |
+898
| New | +$31K | ﹤0.01% | 4341 |
|
|
2019
Q4 | – | Sell |
-2,525
| Closed | -$72K | – | 4818 |
|
|
2019
Q3 | $72K | Buy |
+2,525
| New | +$72K | ﹤0.01% | 4108 |
|
|
2016
Q4 | – | Sell |
-19
| Closed | – | – | 4517 |
|
|
2016
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 4194 |
|
|
2014
Q4 | – | Sell |
-1,015
| Closed | -$54K | – | 3462 |
|
|
2014
Q3 | $54K | Buy |
1,015
+9
| +0.9% | +$479 | ﹤0.01% | 3347 |
|
|
2014
Q2 | $41K | Buy |
+1,006
| New | +$41K | ﹤0.01% | 3384 |
|