NorthCrest Asset Manangement’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
|
|||||
|
2025
Q1 | $713K | Hold |
|
|||||
|
2024
Q4 | $766K | Hold |
|
|||||
|
2024
Q3 | $611K | Hold |
|
|||||
|
2024
Q2 | $573K | Hold |
|
|||||
|
2024
Q1 | $477K | Sell |
|
|||||
|
2023
Q4 | $502K | Hold |
|
|||||
|
2023
Q3 | $465K | Hold |
|
|||||
|
2023
Q2 | $488K | Sell |
|
|||||
|
2023
Q1 | $485K | Buy |
|
|||||
|
2022
Q4 | $489K | Buy |
|
|||||
|
2022
Q3 | $350K | Hold |
|
|||||
|
2022
Q2 | $373K | Hold |
|
|||||
|
2022
Q1 | $492K | Buy |
|
|||||
|
2021
Q4 | $503K | Buy |
|