Orion Portfolio Solutions’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.29M | Buy |
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|
2024
Q4 | $4.62M | Sell |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $5.16M | Sell |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $5.49M | Sell |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $5.2M | Buy |
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|
2023
Q1 | $4.78M | Buy |
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|
2022
Q4 | $633K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $10K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Buy |
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