Kestra Private Wealth Services’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $12K | Buy |
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|
2025
Q1 | $13K | Hold |
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|
2024
Q4 | $14.4K | Buy |
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|
2024
Q3 | $12.9K | Hold |
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|
2024
Q2 | $16.6K | Hold |
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|
2024
Q1 | $13.1K | Hold |
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|
2023
Q4 | $13K | Buy |
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|
2023
Q3 | $17.6K | Hold |
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|
2023
Q2 | $22.8K | Hold |
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|
2023
Q1 | $28.4K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $28K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $80K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $109K | Sell |
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|
2020
Q3 | $98K | Buy |
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