UBS Group’s Oppenheimer Holdings OPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $257K | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $507K | Buy |
|
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|
2024
Q3 | $239K | Sell |
|
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|
2024
Q2 | $257K | Buy |
|
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|
2024
Q1 | $38.7K | Sell |
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|
2023
Q4 | $45.5K | Sell |
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|
2023
Q3 | $44.4K | Buy |
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|
2023
Q2 | $24.1K | Sell |
|
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $30K | Sell |
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|
2022
Q1 | $102K | Sell |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $27K | Sell |
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|
2021
Q2 | $58K | Sell |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $78K | Sell |
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|
2020
Q1 | $126K | Sell |
|
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|
2019
Q4 | $372K | Buy |
|
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|
2019
Q3 | $279K | Buy |
|
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|
2019
Q2 | $96K | Buy |
|
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|
2019
Q1 | $56K | Sell |
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|
2018
Q4 | $251K | Sell |
|
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|
2018
Q3 | $309K | Buy |
|
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|
2018
Q2 | $154K | Buy |
|
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|
2018
Q1 | $100K | Buy |
|
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|
2017
Q4 | $100K | Buy |
|
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|
2017
Q3 | $50K | Buy |
|
|||||
|
2017
Q2 | $46K | Buy |
|
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|
2017
Q1 | $24K | Sell |
|
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|
2016
Q4 | $55K | Sell |
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|
2016
Q3 | $50K | Buy |
|
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|
2016
Q2 | $32K | Sell |
|
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $72K | Sell |
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|
2015
Q3 | $140K | Buy |
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|
2015
Q2 | $109K | Buy |
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|
2015
Q1 | $56K | Sell |
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|
2014
Q4 | $86K | Buy |
|