Lazard Asset Management’s Oppenheimer Holdings OPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-936
| Closed | -$35K | – | 2411 |
|
|
2023
Q3 | $35K | Hold |
936
| – | – | ﹤0.01% | 1955 |
|
|
2023
Q2 | $37K | Buy |
+936
| New | +$37K | ﹤0.01% | 1927 |
|
|
2022
Q3 | – | Sell |
-1,329
| Closed | -$43K | – | 2500 |
|
|
2022
Q2 | $43K | Sell |
1,329
-119
| -8% | -$3.85K | ﹤0.01% | 1885 |
|
|
2022
Q1 | $63K | Hold |
1,448
| – | – | ﹤0.01% | 1625 |
|
|
2021
Q4 | $67K | Buy |
1,448
+141
| +11% | +$6.52K | ﹤0.01% | 1611 |
|
|
2021
Q3 | $59K | Sell |
1,307
-85
| -6% | -$3.84K | ﹤0.01% | 1604 |
|
|
2021
Q2 | $70K | Buy |
1,392
+487
| +54% | +$24.5K | ﹤0.01% | 1466 |
|
|
2021
Q1 | $36K | Hold |
905
| – | – | ﹤0.01% | 1589 |
|
|
2020
Q4 | $28K | Buy |
+905
| New | +$28K | ﹤0.01% | 1601 |
|
|
2020
Q2 | – | Sell |
-1,216
| Closed | -$24K | – | 1745 |
|
|
2020
Q1 | $24K | Buy |
+1,216
| New | +$24K | ﹤0.01% | 1397 |
|
|
2019
Q4 | – | Sell |
-531
| Closed | -$15K | – | 1632 |
|
|
2019
Q3 | $15K | Buy |
+531
| New | +$15K | ﹤0.01% | 1152 |
|