Orion Portfolio Solutions’s Imperial Oil IMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$1.03M Sell
14,309
-1,330
-9% -$96.2K 0.01% 1065
2024
Q4
$963K Sell
15,639
-691
-4% -$42.6K 0.01% 1076
2024
Q3
$1.15M Sell
16,330
-361
-2% -$25.4K 0.01% 979
2024
Q2
$1.14M Sell
16,691
-809
-5% -$55.2K 0.01% 929
2024
Q1
$1.21M Buy
17,500
+2,966
+20% +$205K 0.01% 898
2023
Q4
$835K Sell
14,534
-602
-4% -$34.6K 0.01% 1027
2023
Q3
$932K Sell
15,136
-2,064
-12% -$127K 0.01% 955
2023
Q2
$880K Sell
17,200
-1,516
-8% -$77.6K 0.01% 1002
2023
Q1
$951K Buy
+18,716
New +$951K 0.01% 896
2020
Q3
Sell
-1,171
Closed -$19K 1210
2020
Q2
$19K Hold
1,171
﹤0.01% 970
2020
Q1
$13K Hold
1,171
﹤0.01% 976
2019
Q4
$31K Buy
+1,171
New +$31K ﹤0.01% 666