Susquehanna Fundamental Investments’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,465
| Closed | -$207K | – | 930 |
|
|
2025
Q1 | $207K | Hold |
3,465
| – | – | ﹤0.01% | 995 |
|
|
2024
Q4 | $222K | Buy |
+3,465
| New | +$222K | ﹤0.01% | 988 |
|
|
2021
Q4 | – | Sell |
-12,905
| Closed | -$584K | – | 1684 |
|
|
2021
Q3 | $584K | Sell |
12,905
-3,909
| -23% | -$177K | 0.01% | 1125 |
|
|
2021
Q2 | $855K | Buy |
16,814
+200
| +1% | +$10.2K | 0.02% | 920 |
|
|
2021
Q1 | $665K | Buy |
16,614
+1,325
| +9% | +$53K | 0.01% | 1045 |
|
|
2020
Q4 | $481K | Buy |
+15,289
| New | +$481K | 0.01% | 1122 |
|