Raymond James & Associates’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $331K | Buy |
+18,562
| New | +$331K | ﹤0.01% | 3328 |
|
|
2021
Q1 | – | Sell |
-15,012
| Closed | -$257K | – | 3882 |
|
|
2020
Q4 | $257K | Buy |
+15,012
| New | +$257K | ﹤0.01% | 3197 |
|
|
2019
Q3 | – | Sell |
-109,019
| Closed | -$2.33M | – | 3543 |
|
|
2019
Q2 | $2.33M | Buy |
+109,019
| New | +$2.33M | ﹤0.01% | 1707 |
|
|
2017
Q2 | – | Sell |
-28,199
| Closed | -$578K | – | 3235 |
|
|
2017
Q1 | $578K | Buy |
28,199
+17,104
| +154% | +$351K | ﹤0.01% | 2287 |
|
|
2016
Q4 | $209K | Buy |
11,095
+794
| +8% | +$15K | ﹤0.01% | 2839 |
|
|
2016
Q3 | $193K | Buy |
+10,301
| New | +$193K | ﹤0.01% | 2838 |
|