Nisa Investment Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2K | Sell |
2,402
-664
| -22% | -$6.97K | ﹤0.01% | 1831 |
|
|
2025
Q1 | $39.7K | Sell |
3,066
-100
| -3% | -$1.3K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $50.1K | Buy |
3,166
+198
| +7% | +$3.13K | ﹤0.01% | 1683 |
|
|
2024
Q3 | $52.9K | Buy |
2,968
+77
| +3% | +$1.37K | ﹤0.01% | 1632 |
|
|
2024
Q2 | $63.5K | Buy |
2,891
+40
| +1% | +$878 | ﹤0.01% | 1595 |
|
|
2024
Q1 | $67.1K | Buy |
2,851
+50
| +2% | +$1.18K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $77.7K | Hold |
2,801
| – | – | ﹤0.01% | 1510 |
|
|
2023
Q3 | $59.6K | Hold |
2,801
| – | – | ﹤0.01% | 1670 |
|
|
2023
Q2 | $59.4K | Hold |
2,801
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q1 | $73K | Sell |
2,801
-600
| -18% | -$15.6K | ﹤0.01% | 1600 |
|
|
2022
Q4 | $61K | Hold |
3,401
| – | – | ﹤0.01% | 1713 |
|
|
2022
Q3 | $54K | Buy |
3,401
+51
| +2% | +$810 | ﹤0.01% | 1717 |
|
|
2022
Q2 | $52K | Hold |
3,350
| – | – | ﹤0.01% | 1722 |
|
|
2022
Q1 | $53K | Hold |
3,350
| – | – | ﹤0.01% | 1825 |
|
|
2021
Q4 | $57K | Hold |
3,350
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q3 | $61 | Hold |
3,350
| – | – | ﹤0.01% | 1887 |
|
|
2021
Q2 | $64 | Hold |
3,350
| – | – | ﹤0.01% | 1871 |
|
|
2021
Q1 | $66 | Hold |
3,350
| – | – | ﹤0.01% | 1923 |
|
|
2020
Q4 | $57K | Buy |
3,350
+400
| +14% | +$6.81K | ﹤0.01% | 1961 |
|
|
2020
Q3 | $37K | Buy |
+2,950
| New | +$37K | ﹤0.01% | 1912 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$58K | – | 2115 |
|
|
2019
Q4 | $58K | Hold |
3,000
| – | – | ﹤0.01% | 1511 |
|
|
2019
Q3 | $50K | Buy |
+3,000
| New | +$50K | ﹤0.01% | 1533 |
|