LPL Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $188K | Sell |
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|
2025
Q1 | $576K | Sell |
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|
2024
Q4 | $2.55M | Buy |
|
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|
2024
Q3 | $2.69M | Buy |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.23M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $797K | Buy |
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|
2022
Q2 | $877K | Sell |
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|
2022
Q1 | $982K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $215K | Buy |
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|
2019
Q1 | $191K | Sell |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $760K | Buy |
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|
2018
Q2 | $707K | Buy |
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|
2018
Q1 | $587K | Buy |
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|
2017
Q4 | $515K | Sell |
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|
2017
Q3 | $453K | Buy |
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|
2017
Q2 | $371K | Sell |
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|
2017
Q1 | $388K | Buy |
|