Prelude Capital Management’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
16,000
| – | – | 0.1% | 247 |
|
|
2025
Q1 | $954K | Hold |
16,000
| – | – | 0.07% | 264 |
|
|
2024
Q4 | $1.03M | Hold |
16,000
| – | – | 0.06% | 303 |
|
|
2024
Q3 | $819K | Hold |
16,000
| – | – | 0.05% | 384 |
|
|
2024
Q2 | $767K | Hold |
16,000
| – | – | 0.05% | 326 |
|
|
2024
Q1 | $639K | Buy |
16,000
+4,400
| +38% | +$176K | 0.03% | 466 |
|
|
2023
Q4 | $479K | Buy |
11,600
+2,443
| +27% | +$101K | 0.03% | 463 |
|
|
2023
Q3 | $351K | Buy |
+9,157
| New | +$351K | 0.02% | 493 |
|
|
2015
Q4 | – | Sell |
-2,600
| Closed | -$52K | – | 1542 |
|
|
2015
Q3 | $52K | Buy |
+2,600
| New | +$52K | 0.01% | 972 |
|
|
2014
Q3 | – | Sell |
-700
| Closed | -$17K | – | 1927 |
|
|
2014
Q2 | $17K | Buy |
+700
| New | +$17K | ﹤0.01% | 1589 |
|