Kestra Private Wealth Services’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 | $12K | Buy |
2,000
+200
| +11% | +$1.2K | ﹤0.01% | 1596 |
|
|
2025
Q1 | $13K | Hold |
1,800
| – | – | ﹤0.01% | 1495 |
|
|
2024
Q4 | $14.4K | Buy |
1,800
+300
| +20% | +$2.4K | ﹤0.01% | 1403 |
|
|
2024
Q3 | $12.9K | Hold |
1,500
| – | – | ﹤0.01% | 1351 |
|
|
2024
Q2 | $16.7K | Hold |
1,500
| – | – | ﹤0.01% | 1332 |
|
|
2024
Q1 | $13.1K | Hold |
1,500
| – | – | ﹤0.01% | 1292 |
|
|
2023
Q4 | $13K | Buy |
1,500
+100
| +7% | +$867 | ﹤0.01% | 1204 |
|
|
2023
Q3 | $17.6K | Hold |
1,400
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q2 | $22.8K | Hold |
1,400
| – | – | ﹤0.01% | 1066 |
|
|
2023
Q1 | $28.4K | Buy |
+1,400
| New | +$28.4K | ﹤0.01% | 1029 |
|
|
2022
Q4 | – | Sell |
-1,400
| Closed | -$22K | – | 960 |
|
|
2022
Q3 | $22K | Hold |
1,400
| – | – | ﹤0.01% | 883 |
|
|
2022
Q2 | $28K | Hold |
1,400
| – | – | ﹤0.01% | 893 |
|
|
2022
Q1 | $39K | Buy |
+1,400
| New | +$39K | ﹤0.01% | 956 |
|
|
2021
Q3 | – | Sell |
-1,400
| Closed | -$80K | – | 954 |
|
|
2021
Q2 | $80K | Buy |
+1,400
| New | +$80K | ﹤0.01% | 865 |
|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$109K | – | 832 |
|
|
2020
Q4 | $109K | Sell |
1,100
-200
| -15% | -$19.8K | 0.01% | 701 |
|
|
2020
Q3 | $98K | Buy |
+1,300
| New | +$98K | 0.01% | 645 |
|