State of Wyoming’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,109
| Closed | -$305K | – | 2031 |
|
|
2025
Q1 | $305K | Buy |
5,109
+706
| +16% | +$42.1K | 0.04% | 542 |
|
|
2024
Q4 | $282K | Buy |
4,403
+431
| +11% | +$27.6K | 0.04% | 601 |
|
|
2024
Q3 | $203K | Buy |
3,972
+516
| +15% | +$26.4K | 0.03% | 704 |
|
|
2024
Q2 | $166K | Sell |
3,456
-868
| -20% | -$41.6K | 0.03% | 711 |
|
|
2024
Q1 | $173K | Buy |
4,324
+1,019
| +31% | +$40.7K | 0.03% | 692 |
|
|
2023
Q4 | $137K | Buy |
3,305
+2,089
| +172% | +$86.3K | 0.03% | 788 |
|
|
2023
Q3 | $46.6K | Buy |
1,216
+687
| +130% | +$26.3K | 0.01% | 1256 |
|
|
2023
Q2 | $21.3K | Sell |
529
-3,167
| -86% | -$127K | 0.01% | 1420 |
|
|
2023
Q1 | $145K | Buy |
3,696
+3,311
| +860% | +$130K | 0.05% | 540 |
|
|
2022
Q4 | $16.3K | Buy |
+385
| New | +$16.3K | 0.01% | 1397 |
|