Mutual of America Capital Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-243,472
| Closed | -$3.84M | – | 1434 |
|
2024
Q4 | $3.84M | Sell |
243,472
-133,726
| -35% | -$2.11M | 0.04% | 574 |
|
2024
Q3 | $6.72M | Buy |
377,198
+52,807
| +16% | +$940K | 0.07% | 326 |
|
2024
Q2 | $7.12M | Buy |
324,391
+53,559
| +20% | +$1.18M | 0.08% | 278 |
|
2024
Q1 | $6.37M | Buy |
270,832
+131,902
| +95% | +$3.1M | 0.07% | 342 |
|
2023
Q4 | $3.85M | Buy |
138,930
+12,140
| +10% | +$337K | 0.04% | 597 |
|
2023
Q3 | $2.7M | Buy |
126,790
+20,227
| +19% | +$430K | 0.03% | 717 |
|
2023
Q2 | $2.26M | Sell |
106,563
-27,003
| -20% | -$573K | 0.03% | 854 |
|
2023
Q1 | $3.48M | Sell |
133,566
-51,453
| -28% | -$1.34M | 0.04% | 664 |
|
2022
Q4 | $3.3M | Buy |
+185,019
| New | +$3.3M | 0.04% | 678 |
|