Steward Partners Investment Advisory’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71K | Sell |
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|
2025
Q2 | $1.45K | Buy |
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|
2025
Q1 | $1.14K | Buy |
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|
2024
Q4 | $595 | Hold |
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|
2024
Q3 | $699 | Hold |
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|
2024
Q2 | $631 | Hold |
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|
2024
Q1 | $815 | Hold |
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|
2023
Q4 | $882 | Hold |
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|
2023
Q3 | $737 | Hold |
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|
2023
Q2 | $873 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $1K | Sell |
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|
2022
Q1 | $8K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Buy |
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