O'Shaughnessy Asset Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $770K | Buy |
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|
2024
Q2 | $975K | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $364K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $62K | Buy |
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|
2018
Q3 | $51K | Buy |
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|
2018
Q2 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $567K | Sell |
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|
2017
Q2 | $750K | Buy |
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|
2017
Q1 | $768K | Sell |
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|
2016
Q4 | $712K | Buy |
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|
2016
Q3 | $357K | Buy |
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