Lindbrook Capital’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $596 | Sell |
10
-11
| -52% | -$656 | ﹤0.01% | 2592 |
|
|
2024
Q4 | $1.35K | Buy |
21
+11
| +110% | +$705 | ﹤0.01% | 2413 |
|
|
2024
Q3 | $512 | Hold |
10
| – | – | ﹤0.01% | 2656 |
|
|
2024
Q2 | $479 | Hold |
10
| – | – | ﹤0.01% | 2608 |
|
|
2024
Q1 | $399 | Hold |
10
| – | – | ﹤0.01% | 2539 |
|
|
2023
Q4 | $413 | Hold |
10
| – | – | ﹤0.01% | 2594 |
|
|
2023
Q3 | $383 | Hold |
10
| – | – | ﹤0.01% | 2577 |
|
|
2023
Q2 | $402 | Hold |
10
| – | – | ﹤0.01% | 2551 |
|
|
2023
Q1 | $392 | Sell |
10
-5
| -33% | -$196 | ﹤0.01% | 2645 |
|
|
2022
Q4 | $635 | Buy |
+15
| New | +$635 | ﹤0.01% | 2545 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$1K | – | 2844 |
|
|
2022
Q2 | $1K | Buy |
22
+9
| +69% | +$409 | ﹤0.01% | 2315 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 2313 |
|
|
2021
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 1968 |
|
|
2021
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 1757 |
|
|
2021
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1761 |
|