Profit Investment 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 | $3.25M | Hold |
49,394
| – | – | 2.93% | 6 |
|
|
2025
Q1 | $2.95M | Hold |
49,394
| – | – | 2.73% | 7 |
|
|
2024
Q4 | $3.17M | Buy |
49,394
+2,445
| +5% | +$157K | 2.54% | 4 |
|
|
2024
Q3 | $2.4M | Sell |
46,949
-26,890
| -36% | -$1.38M | 1.89% | 15 |
|
|
2024
Q2 | $3.54M | Sell |
73,839
-1,699
| -2% | -$81.4K | 2.21% | 15 |
|
|
2024
Q1 | $3.02M | Hold |
75,538
| – | – | 1.7% | 24 |
|
|
2023
Q4 | $3.12M | Buy |
75,538
+5,910
| +8% | +$244K | 1.79% | 24 |
|
|
2023
Q3 | $2.67M | Hold |
69,628
| – | – | 1.89% | 25 |
|
|
2023
Q2 | $2.8M | Buy |
69,628
+11,967
| +21% | +$481K | 1.82% | 22 |
|
|
2023
Q1 | $2.26M | Hold |
57,661
| – | – | 1.49% | 26 |
|
|
2022
Q4 | $2.44M | Hold |
57,661
| – | – | 1.72% | 25 |
|
|
2022
Q3 | $1.79M | Hold |
57,661
| – | – | 1.37% | 28 |
|
|
2022
Q2 | $1.9M | Buy |
+57,661
| New | +$1.9M | 1.4% | 27 |
|