TFC Financial Management’s Orion OEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1
Closed -$16 1025
2024
Q4
$16 Hold
1
﹤0.01% 963
2024
Q3
$18 Buy
+1
New +$18 ﹤0.01% 982