Raymond James Financial’s Orion OEC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Buy	275,490 +44,691	+19%	+$469K	﹤0.01%	2784
2025 Q1	$2.98M	Buy	230,799 +133,826	+138%	+$1.73M	﹤0.01%	2687
2024 Q4	$1.53M	Buy	+96,973	New	+$1.53M	﹤0.01%	3155