SRA
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Secured Retirement Advisors’s Orion OEC Stock Holding History

Secured Retirement Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$809K Buy
77,140
+760
+1% +$7.97K 0.48% 82
2025
Q1 		$988K Sell
76,380
-354
-0.5% -$4.58K 0.64% 65
2024
Q4 		$1.21M Buy
+76,734
New +$1.21M 0.69% 62