Steward Partners Investment Advisory’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45K | Buy |
50
+5
| +11% | +$145 | ﹤0.01% | 3803 |
|
|
2025
Q1 | $1.14K | Buy |
45
+24
| +114% | +$606 | ﹤0.01% | 3748 |
|
|
2024
Q4 | $595 | Hold |
21
| – | – | ﹤0.01% | 3830 |
|
|
2024
Q3 | $699 | Hold |
21
| – | – | ﹤0.01% | 3562 |
|
|
2024
Q2 | $631 | Hold |
21
| – | – | ﹤0.01% | 3449 |
|
|
2024
Q1 | $815 | Hold |
21
| – | – | ﹤0.01% | 3390 |
|
|
2023
Q4 | $882 | Hold |
21
| – | – | ﹤0.01% | 3318 |
|
|
2023
Q3 | $737 | Hold |
21
| – | – | ﹤0.01% | 3218 |
|
|
2023
Q2 | $873 | Buy |
+21
| New | +$873 | ﹤0.01% | 3145 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 3431 |
|
|
2022
Q3 | $1K | Sell |
25
-4
| -14% | -$160 | ﹤0.01% | 3152 |
|
|
2022
Q2 | $1K | Sell |
29
-161
| -85% | -$5.55K | ﹤0.01% | 3145 |
|
|
2022
Q1 | $8K | Buy |
+190
| New | +$8K | ﹤0.01% | 2741 |
|
|
2018
Q2 | – | Sell |
-8
| Closed | – | – | 2516 |
|
|
2018
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2291 |
|