Larson Financial Group’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22K | Sell |
42
-71
| -63% | -$2.06K | ﹤0.01% | 2563 |
|
|
2025
Q1 | $2.85K | Buy |
113
+71
| +169% | +$1.79K | ﹤0.01% | 2040 |
|
|
2024
Q4 | $1.18K | Hold |
42
| – | – | ﹤0.01% | 1985 |
|
|
2024
Q3 | $1.39K | Hold |
42
| – | – | ﹤0.01% | 1903 |
|
|
2024
Q2 | $1.25K | Buy |
42
+4
| +11% | +$119 | ﹤0.01% | 1659 |
|
|
2024
Q1 | $1.46K | Hold |
38
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q4 | $1.58K | Sell |
38
-980
| -96% | -$40.8K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $35.7K | Hold |
1,018
| – | – | ﹤0.01% | 693 |
|
|
2023
Q2 | $42.3K | Hold |
1,018
| – | – | ﹤0.01% | 589 |
|
|
2023
Q1 | $39.2K | Hold |
1,018
| – | – | ﹤0.01% | 598 |
|
|
2022
Q4 | $30.2K | Hold |
1,018
| – | – | ﹤0.01% | 611 |
|
|
2022
Q3 | $27K | Buy |
+1,018
| New | +$27K | ﹤0.01% | 565 |
|