Stifel Financial’s Orion OEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$102K Buy
2020
Q4
Sell
2020
Q3
$131K Buy
2020
Q1
Sell
2019
Q4
$581K Buy
2019
Q3
$479K Buy