Oppenheimer & Co’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $396K | Sell |
|
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|
2024
Q3 | $491K | Sell |
|
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|
2024
Q2 | $656K | Buy |
|
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|
2024
Q1 | $696K | Buy |
|
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|
2023
Q4 | $806K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $655K | Buy |
|
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|
2023
Q1 | $753K | Buy |
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|
2022
Q4 | $487K | Sell |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $438K | Buy |
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|
2021
Q1 | $430K | Buy |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $916K | Buy |
|
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|
2019
Q3 | $719K | Buy |
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|
2019
Q2 | $843K | Buy |
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|
2019
Q1 | $614K | Buy |
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|
2018
Q4 | $731K | Buy |
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|
2018
Q3 | $904K | Hold |
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|
2018
Q2 | $868K | Buy |
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|
2018
Q1 | $596K | Buy |
|