Spire Wealth Management’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14K | Hold |
299
| – | – | ﹤0.01% | 2073 |
|
|
2025
Q1 | $3.87K | Hold |
299
| – | – | ﹤0.01% | 2126 |
|
|
2024
Q4 | $4.72K | Hold |
299
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q3 | $5.33K | Hold |
299
| – | – | ﹤0.01% | 1804 |
|
|
2024
Q2 | $6.56K | Hold |
299
| – | – | ﹤0.01% | 1763 |
|
|
2024
Q1 | $7.03K | Buy |
+299
| New | +$7.03K | ﹤0.01% | 1830 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$13K | – | 2486 |
|
|
2023
Q1 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1765 |
|
|
2022
Q4 | – | Sell |
-8,877
| Closed | -$119K | – | 2373 |
|
|
2022
Q3 | $119K | Buy |
+8,877
| New | +$119K | 0.01% | 654 |
|