LPL Financial’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54K | Hold |
1,257
| – | – | ﹤0.01% | 5371 |
|
|
2025
Q1 | $9.06K | Hold |
1,257
| – | – | ﹤0.01% | 5183 |
|
|
2024
Q4 | $10.1K | Hold |
1,257
| – | – | ﹤0.01% | 5128 |
|
|
2024
Q3 | $10.8K | Hold |
1,257
| – | – | ﹤0.01% | 5017 |
|
|
2024
Q2 | $14K | Sell |
1,257
-150
| -11% | -$1.67K | ﹤0.01% | 4850 |
|
|
2024
Q1 | $12.2K | Hold |
1,407
| – | – | ﹤0.01% | 4799 |
|
|
2023
Q4 | $12.2K | Buy |
1,407
+366
| +35% | +$3.17K | ﹤0.01% | 4691 |
|
|
2023
Q3 | $13.1K | Sell |
1,041
-564
| -35% | -$7.11K | ﹤0.01% | 4577 |
|
|
2023
Q2 | $26.2K | Hold |
1,605
| – | – | ﹤0.01% | 4438 |
|
|
2023
Q1 | $32.6K | Buy |
1,605
+195
| +14% | +$3.96K | ﹤0.01% | 4337 |
|
|
2022
Q4 | $25.7K | Hold |
1,410
| – | – | ﹤0.01% | 4317 |
|
|
2022
Q3 | $22K | Buy |
1,410
+158
| +13% | +$2.47K | ﹤0.01% | 4284 |
|
|
2022
Q2 | $25K | Buy |
1,252
+189
| +18% | +$3.77K | ﹤0.01% | 4287 |
|
|
2022
Q1 | $30K | Buy |
+1,063
| New | +$30K | ﹤0.01% | 4082 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$68K | – | 2705 |
|
|
2013
Q4 | $68K | Buy |
+1,000
| New | +$68K | ﹤0.01% | 2582 |
|