Lindbrook Capital’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.37K | Sell |
338
-122
| -27% | -$1.58K | ﹤0.01% | 2008 |
|
|
2024
Q4 | $7.26K | Sell |
460
-40
| -8% | -$632 | ﹤0.01% | 1813 |
|
|
2024
Q3 | $8.91K | Buy |
500
+227
| +83% | +$4.04K | ﹤0.01% | 1733 |
|
|
2024
Q2 | $5.99K | Hold |
273
| – | – | ﹤0.01% | 1907 |
|
|
2024
Q1 | $6.42K | Buy |
273
+2
| +0.7% | +$47 | ﹤0.01% | 1788 |
|
|
2023
Q4 | $7.52K | Hold |
271
| – | – | ﹤0.01% | 1684 |
|
|
2023
Q3 | $5.77K | Hold |
271
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q2 | $5.75K | Hold |
271
| – | – | ﹤0.01% | 1743 |
|
|
2023
Q1 | $7.07K | Hold |
271
| – | – | ﹤0.01% | 1680 |
|
|
2022
Q4 | $4.83K | Sell |
271
-42
| -13% | -$748 | ﹤0.01% | 1844 |
|
|
2022
Q3 | $4K | Buy |
313
+26
| +9% | +$332 | ﹤0.01% | 1781 |
|
|
2022
Q2 | $4K | Buy |
287
+16
| +6% | +$223 | ﹤0.01% | 1670 |
|
|
2022
Q1 | $4K | Hold |
271
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q4 | $5K | Hold |
271
| – | – | ﹤0.01% | 1513 |
|
|
2021
Q3 | $5K | Hold |
271
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q2 | $5K | Hold |
271
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q1 | $5K | Hold |
271
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q4 | $5K | Hold |
271
| – | – | ﹤0.01% | 1202 |
|
|
2020
Q3 | $3K | Hold |
271
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q2 | $3K | Sell |
271
-303
| -53% | -$3.35K | ﹤0.01% | 1278 |
|
|
2020
Q1 | $4K | Buy |
+574
| New | +$4K | ﹤0.01% | 1103 |
|