Stifel Financial’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,484
| Closed | -$131K | – | 3087 |
|
|
2020
Q3 | $131K | Buy |
+10,484
| New | +$131K | ﹤0.01% | 2713 |
|
|
2020
Q1 | – | Sell |
-30,226
| Closed | -$581K | – | 2998 |
|
|
2019
Q4 | $581K | Buy |
30,226
+1,550
| +5% | +$29.8K | ﹤0.01% | 2163 |
|
|
2019
Q3 | $479K | Buy |
+28,676
| New | +$479K | ﹤0.01% | 2192 |
|