LPL Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Sell |
17,894
-26,655
| -60% | -$280K | ﹤0.01% | 4968 |
|
|
2025
Q1 | $576K | Sell |
44,549
-116,771
| -72% | -$1.51M | ﹤0.01% | 3981 |
|
|
2024
Q4 | $2.55M | Buy |
161,320
+10,181
| +7% | +$161K | ﹤0.01% | 2637 |
|
|
2024
Q3 | $2.69M | Buy |
151,139
+41,407
| +38% | +$737K | ﹤0.01% | 2433 |
|
|
2024
Q2 | $2.41M | Buy |
109,732
+15,009
| +16% | +$329K | ﹤0.01% | 2422 |
|
|
2024
Q1 | $2.23M | Buy |
94,723
+5,562
| +6% | +$131K | ﹤0.01% | 2437 |
|
|
2023
Q4 | $2.47M | Sell |
89,161
-3,999
| -4% | -$111K | ﹤0.01% | 2221 |
|
|
2023
Q3 | $1.98M | Buy |
93,160
+1,618
| +2% | +$34.4K | ﹤0.01% | 2280 |
|
|
2023
Q2 | $1.94M | Sell |
91,542
-437
| -0.5% | -$9.27K | ﹤0.01% | 2267 |
|
|
2023
Q1 | $2.4M | Buy |
91,979
+34,525
| +60% | +$901K | ﹤0.01% | 1987 |
|
|
2022
Q4 | $1.02M | Sell |
57,454
-2,239
| -4% | -$39.9K | ﹤0.01% | 2616 |
|
|
2022
Q3 | $797K | Buy |
59,693
+3,234
| +6% | +$43.2K | ﹤0.01% | 2706 |
|
|
2022
Q2 | $877K | Sell |
56,459
-5,033
| -8% | -$78.2K | ﹤0.01% | 2672 |
|
|
2022
Q1 | $982K | Buy |
+61,492
| New | +$982K | ﹤0.01% | 2625 |
|
|
2019
Q3 | – | Sell |
-10,052
| Closed | -$215K | – | 3338 |
|
|
2019
Q2 | $215K | Buy |
10,052
+2
| +0% | +$43 | ﹤0.01% | 2958 |
|
|
2019
Q1 | $191K | Sell |
10,050
-6,152
| -38% | -$117K | ﹤0.01% | 2944 |
|
|
2018
Q4 | $410K | Sell |
16,202
-7,481
| -32% | -$189K | ﹤0.01% | 2192 |
|
|
2018
Q3 | $760K | Buy |
23,683
+755
| +3% | +$24.2K | ﹤0.01% | 1883 |
|
|
2018
Q2 | $707K | Buy |
22,928
+1,251
| +6% | +$38.6K | ﹤0.01% | 1890 |
|
|
2018
Q1 | $587K | Buy |
21,677
+1,564
| +8% | +$42.4K | ﹤0.01% | 1990 |
|
|
2017
Q4 | $515K | Sell |
20,113
-50
| -0.2% | -$1.28K | ﹤0.01% | 2035 |
|
|
2017
Q3 | $453K | Buy |
20,163
+1,563
| +8% | +$35.1K | ﹤0.01% | 2013 |
|
|
2017
Q2 | $371K | Sell |
18,600
-250
| -1% | -$4.99K | ﹤0.01% | 2116 |
|
|
2017
Q1 | $388K | Buy |
+18,850
| New | +$388K | ﹤0.01% | 2012 |
|