KCM
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Kennedy Capital Management’s Orion OEC Stock Holding History

Kennedy Capital Management’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
196,526
+3,570
+2% +$21.1K 0.03% 461
2025
Q4 		$1.02M Sell
192,956
-1,194
-0.6% -$6.48K 0.02% 481
2025
Q3 		$1.47M Sell
194,150
-682
-0.4% -$6.89K 0.03% 474
2025
Q2 		$2.04M Buy
194,832
+14,100
+8% +$159K 0.05% 442
2025
Q1 		$2.34M Sell
180,732
-3,506
-2% -$49.6K 0.06% 413
2024
Q4 		$2.91M Sell
184,238
-68,937
-27% -$1.16M 0.06% 439
2024
Q3 		$4.51M Sell
253,175
-66,673
-21% -$1.28M 0.1% 344
2024
Q2 		$7.02M Sell
319,848
-15,753
-5% -$379K 0.15% 228
2024
Q1 		$7.89M Sell
335,601
-32,793
-9% -$758K 0.16% 223
2023
Q4 		$10.2M Sell
368,394
-5,822
-2% -$134K 0.22% 153
2023
Q3 		$7.96M Sell
374,216
-35,085
-9% -$766K 0.19% 189
2023
Q2 		$8.69M Sell
409,301
-5,052
-1% -$122K 0.2% 188
2023
Q1 		$10.8M Sell
414,353
-21,142
-5% -$478K 0.32% 84
2022
Q4 		$7.76M Sell
435,495
-8,159
-2% -$137K 0.22% 152
2022
Q3 		$5.92M Buy
443,654
+7,826
+2% +$127K 0.17% 204
2022
Q2 		$6.77M Buy
435,828
+264,439
+154% +$4.43M 0.19% 195
2022
Q1 		$2.74M Buy
+171,389
New +$2.95M 0.06% 403

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return