Oppenheimer & Co’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,043
| Closed | -$298K | – | 1613 |
|
|
2025
Q1 | $298K | Buy |
5,043
+547
| +12% | +$32.3K | ﹤0.01% | 1279 |
|
|
2024
Q4 | $278K | Sell |
4,496
-15,828
| -78% | -$979K | ﹤0.01% | 1305 |
|
|
2024
Q3 | $1.22M | Buy |
20,324
+12,454
| +158% | +$746K | 0.02% | 725 |
|
|
2024
Q2 | $402K | Sell |
7,870
-2,452
| -24% | -$125K | 0.01% | 1079 |
|
|
2024
Q1 | $568K | Sell |
10,322
-2,337
| -18% | -$129K | 0.01% | 947 |
|
|
2023
Q4 | $706K | Sell |
12,659
-2,846
| -18% | -$159K | 0.01% | 849 |
|
|
2023
Q3 | $644K | Buy |
15,505
+1,786
| +13% | +$74.2K | 0.01% | 840 |
|
|
2023
Q2 | $581K | Buy |
13,719
+6,030
| +78% | +$255K | 0.01% | 918 |
|
|
2023
Q1 | $334K | Buy |
+7,689
| New | +$334K | 0.01% | 1103 |
|
|
2018
Q2 | – | Sell |
-8,593
| Closed | -$824K | – | 1335 |
|
|
2018
Q1 | $824K | Sell |
8,593
-9
| -0.1% | -$863 | 0.02% | 674 |
|
|
2017
Q4 | $747K | Buy |
+8,602
| New | +$747K | 0.02% | 715 |
|