Principal Financial Group’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-26,983
| Closed | -$592K | – | 2358 |
|
|
2024
Q2 | $592K | Buy |
26,983
+2,790
| +12% | +$61.2K | ﹤0.01% | 1917 |
|
|
2024
Q1 | $569K | Buy |
+24,193
| New | +$569K | ﹤0.01% | 1957 |
|
|
2022
Q2 | – | Sell |
-11,095
| Closed | -$177K | – | 2609 |
|
|
2022
Q1 | $177K | Buy |
11,095
+789
| +8% | +$12.6K | ﹤0.01% | 2357 |
|
|
2021
Q4 | $189K | Sell |
10,306
-2,408
| -19% | -$44.2K | ﹤0.01% | 2380 |
|
|
2021
Q3 | $232K | Buy |
+12,714
| New | +$232K | ﹤0.01% | 2391 |
|
|
2021
Q2 | – | Sell |
-46,563
| Closed | -$919K | – | 2631 |
|
|
2021
Q1 | $919K | Buy |
46,563
+2,648
| +6% | +$52.3K | ﹤0.01% | 2011 |
|
|
2020
Q4 | $753K | Sell |
43,915
-13,474
| -23% | -$231K | ﹤0.01% | 2011 |
|
|
2020
Q3 | $718K | Buy |
57,389
+27,051
| +89% | +$338K | ﹤0.01% | 1936 |
|
|
2020
Q2 | $321K | Buy |
+30,338
| New | +$321K | ﹤0.01% | 2073 |
|