Parallel Advisors’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2K | Buy |
+308
| New | +$1.82K | ﹤0.01% | 3369 |
|
|
2025
Q3 | – | Sell |
-312
| Closed | -$3.27K | – | 3649 |
|
|
2025
Q2 | $3.27K | Sell |
312
-103
| -25% | -$1.17K | ﹤0.01% | 2892 |
|
|
2025
Q1 | $5.37K | Buy |
415
+80
| +24% | +$1.13K | ﹤0.01% | 2654 |
|
|
2024
Q4 | $5.29K | Sell |
335
-686
| -67% | -$11.6K | ﹤0.01% | 2627 |
|
|
2024
Q3 | $18.2K | Buy |
1,021
+865
| +554% | +$16.7K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $3.42K | Hold |
156
| – | – | ﹤0.01% | 2644 |
|
|
2024
Q1 | $3.67K | Sell |
156
-611
| -80% | -$14.1K | ﹤0.01% | 2615 |
|
|
2023
Q4 | $21.3K | Buy |
767
+611
| +392% | +$14K | ﹤0.01% | 1903 |
|
|
2023
Q3 | $3.32K | Hold |
156
| – | – | ﹤0.01% | 2648 |
|
|
2023
Q2 | $3.31K | Hold |
156
| – | – | ﹤0.01% | 2577 |
|
|
2023
Q1 | $4.07K | Hold |
156
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q4 | $2.78K | Sell |
156
-257
| -62% | -$4.32K | ﹤0.01% | 2554 |
|
|
2022
Q3 | $6K | Hold |
413
| – | – | ﹤0.01% | 2222 |
|
|
2022
Q2 | $6K | Sell |
413
-6
| -1% | -$101 | ﹤0.01% | 2198 |
|
|
2022
Q1 | $7K | Buy |
419
+6
| +1% | +$103 | ﹤0.01% | 2179 |
|
|
2021
Q4 | $8K | Hold |
413
| – | – | ﹤0.01% | 2217 |
|
|
2021
Q3 | $8K | Hold |
413
| – | – | ﹤0.01% | 2187 |
|
|
2021
Q2 | $8K | Hold |
413
| – | – | ﹤0.01% | 2119 |
|
|
2021
Q1 | $8K | Hold |
413
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q4 | $7K | Hold |
413
| – | – | ﹤0.01% | 1934 |
|
|
2020
Q3 | $5K | Hold |
413
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q2 | $4K | Buy |
+413
| New | +$3.81K | ﹤0.01% | 2020 |
|
|
2020
Q1 | – | Sell |
-224
| Closed | -$4K | – | 2570 |
|
|
2019
Q4 | $4K | Buy |
+224
| New | +$4.05K | ﹤0.01% | 2038 |
|
|
2019
Q3 | – | Sell |
-508
| Closed | -$8.31K | – | 2469 |
|
|
2019
Q2 | $11K | Buy |
+508
| New | +$10K | ﹤0.01% | 1558 |
|
Other funds holding OEC
DCM
