Rothschild Investment LLC’s Orion OEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Sell
105
-55
-34% -$577 ﹤0.01% 2420
2025
Q1
$2.07K Sell
160
-30
-16% -$388 ﹤0.01% 1881
2024
Q4
$3K Buy
190
+115
+153% +$1.82K ﹤0.01% 1569
2024
Q3
$1.34K Buy
75
+30
+67% +$534 ﹤0.01% 1958
2024
Q2
$987 Buy
45
+40
+800% +$877 ﹤0.01% 1667
2024
Q1
$118 Buy
+5
New +$118 ﹤0.01% 2115