TCW Group’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 | $4.82M | Sell |
73,334
-2,000
| -3% | -$132K | 0.04% | 182 |
|
|
2025
Q1 | $4.49M | Sell |
75,334
-3,966
| -5% | -$236K | 0.04% | 185 |
|
|
2024
Q4 | $5.08M | Buy |
79,300
+2,700
| +4% | +$173K | 0.04% | 184 |
|
|
2024
Q3 | $3.92M | Buy |
76,600
+26,600
| +53% | +$1.36M | 0.03% | 203 |
|
|
2024
Q2 | $2.4M | Buy |
+50,000
| New | +$2.4M | 0.02% | 240 |
|