Pinnacle Wealth Planning Services’s Orion Office REIT ONL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,703
| Closed | -$44.3K | – | 475 |
|
|
2025
Q1 | $44.3K | Sell |
20,703
-6,743
| -25% | -$14.4K | 0.01% | 393 |
|
|
2024
Q4 | $102K | Sell |
27,446
-18,040
| -40% | -$66.9K | 0.02% | 370 |
|
|
2024
Q3 | $182K | Hold |
45,486
| – | – | 0.02% | 470 |
|
|
2024
Q2 | $163K | Buy |
+45,486
| New | +$163K | 0.02% | 441 |
|
|
2024
Q1 | – | Sell |
-25,828
| Closed | -$148K | – | 524 |
|
|
2023
Q4 | $148K | Buy |
25,828
+15,005
| +139% | +$85.8K | 0.02% | 434 |
|
|
2023
Q3 | $56.4K | Buy |
+10,823
| New | +$56.4K | 0.01% | 438 |
|