Steward Partners Investment Advisory’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-445
| Closed | -$7.93K | – | 4057 |
|
|
2024
Q3 | $7.93K | Sell |
445
-890
| -67% | -$15.9K | ﹤0.01% | 3040 |
|
|
2024
Q2 | $29.3K | Buy |
+1,335
| New | +$29.3K | ﹤0.01% | 2357 |
|
|
2023
Q4 | – | Sell |
-2,370
| Closed | -$50.4K | – | 3544 |
|
|
2023
Q3 | $50.4K | Buy |
2,370
+1,830
| +339% | +$38.9K | ﹤0.01% | 1905 |
|
|
2023
Q2 | $11.5K | Hold |
540
| – | – | ﹤0.01% | 2522 |
|
|
2023
Q1 | $14.1K | Buy |
+540
| New | +$14.1K | ﹤0.01% | 2403 |
|