Simplex Trading’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.8K | Buy |
200
+100
| +100% | +$8.37K | ﹤0.01% | 6866 |
|
|
2025
Q4 | $7.23K | Buy |
+100
| New | +$6.96K | ﹤0.01% | 7203 |
|
|
2025
Q1 | – | Sell |
-1,800
| Closed | -$115K | – | 9331 |
|
|
2024
Q4 | $115K | Buy |
+1,800
| New | +$104K | ﹤0.01% | 5058 |
|
|
2024
Q2 | – | Sell |
-100
| Closed | -$3K | – | 9538 |
|
|
2024
Q1 | $3K | Sell |
100
-5,200
| -98% | -$203K | ﹤0.01% | 8286 |
|
|
2023
Q4 | $218K | Buy |
5,300
+1,200
| +29% | +$45.9K | ﹤0.01% | 4591 |
|
|
2023
Q3 | $157K | Buy |
+4,100
| New | +$160K | ﹤0.01% | 4619 |
|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$133K | – | 9663 |
|
|
2023
Q1 | $133K | Buy |
+3,400
| New | +$149K | ﹤0.01% | 4826 |
|
|
2022
Q4 | – | Sell |
-5,300
| Closed | -$164K | – | 10074 |
|
|
2022
Q3 | $164K | Buy |
5,300
+1,800
| +51% | +$63K | ﹤0.01% | 4881 |
|
|
2022
Q2 | $115K | Buy |
3,500
+2,100
| +150% | +$72.1K | ﹤0.01% | 5381 |
|
|
2022
Q1 | $61K | Buy |
1,400
+400
| +40% | +$17.5K | ﹤0.01% | 6856 |
|
|
2021
Q4 | $46K | Sell |
1,000
-25,000
| -96% | -$1.23M | ﹤0.01% | 7371 |
|
|
2021
Q3 | $1.34M | Hold |
26,000
| – | – | ﹤0.01% | 2692 |
|
|
2021
Q2 | $1.32M | Buy |
26,000
+25,928
| +36,011% | +$1.25M | ﹤0.01% | 2732 |
|
|
2021
Q1 | $288K | Buy |
72
+55
| +324% | +$2.04K | ﹤0.01% | 4194 |
|
|
2020
Q4 | $53K | Sell |
17
-21
| -55% | -$592 | ﹤0.01% | 6116 |
|
|
2020
Q3 | $84K | Buy |
38
+22
| +138% | +$511 | ﹤0.01% | 5089 |
|
|
2020
Q2 | $34K | Buy |
+16
| New | +$324 | ﹤0.01% | 5825 |
|
|
2019
Q4 | – | Sell |
-5
| Closed | -$15K | – | 7782 |
|
|
2019
Q3 | $15K | Sell |
5
-37
| -88% | -$1.06K | ﹤0.01% | 6012 |
|
|
2019
Q2 | $114K | Buy |
42
+9
| +27% | +$234 | ﹤0.01% | 4044 |
|
|
2019
Q1 | $85K | Buy |
33
+13
| +65% | +$352 | ﹤0.01% | 4522 |
|
|
2018
Q4 | $51K | Sell |
20
-8
| -29% | -$229 | ﹤0.01% | 4504 |
|
|
2018
Q3 | $88K | Sell |
28
-43
| -61% | -$1.33K | ﹤0.01% | 4563 |
|
|
2018
Q2 | $198K | Buy |
+71
| New | +$1.98K | ﹤0.01% | 3503 |
|
|
2018
Q1 | – | Sell |
-5
| Closed | -$6K | – | 6654 |
|
|
2017
Q4 | $6K | Buy |
+5
| New | +$118 | ﹤0.01% | 4357 |
|
Other funds holding OPY
JCP
VCM
RA
RC
GWM
Simplex Trading's OPY Position: Q4 2025 in Review
Simplex Trading sold out of Oppenheimer Holdings (OPY) in Q4 2025, closing a stake of 33 shares — an estimated $2.3K sold.
Simplex Trading first reported a position in OPY in Q4 2016 and held it in 24 quarters. The position peaked at $362K in Q3 2019. 109 funds tracked by Wall St. Rank hold OPY as of Q4 2025.
- Simplex Trading reported no remaining Oppenheimer Holdings position as of Q4 2025 after selling out during the quarter.
- Simplex Trading sold 33 Oppenheimer Holdings shares in Q4 2025, an estimated $2.3K.
- Simplex Trading first reported a position in Oppenheimer Holdings in Q4 2016 and held it in 24 quarters.
- Simplex Trading's Oppenheimer Holdings position peaked at $362K in Q3 2019.
- 109 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q4 2025.
Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.