Wells Fargo’s Orion Energy Systems OESX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2K | Hold |
200
| – | – | ﹤0.01% | 5827 |
|
|
2025
Q1 | $1.44K | Hold |
200
| – | – | ﹤0.01% | 5725 |
|
|
2024
Q4 | $1.6K | Hold |
200
| – | – | ﹤0.01% | 5708 |
|
|
2024
Q3 | $1.71K | Hold |
200
| – | – | ﹤0.01% | 5659 |
|
|
2024
Q2 | $2.22K | Buy |
200
+176
| +733% | +$1.95K | ﹤0.01% | 5615 |
|
|
2024
Q1 | $209 | Hold |
24
| – | – | ﹤0.01% | 6094 |
|
|
2023
Q4 | $205 | Buy |
24
+2
| +9% | +$17 | ﹤0.01% | 6157 |
|
|
2023
Q3 | $282 | Hold |
22
| – | – | ﹤0.01% | 6122 |
|
|
2023
Q2 | $353 | Buy |
22
+1
| +5% | +$16 | ﹤0.01% | 6249 |
|
|
2023
Q1 | $423 | Buy |
21
+1
| +5% | +$20 | ﹤0.01% | 6275 |
|
|
2022
Q4 | $371 | Buy |
20
+1
| +5% | +$19 | ﹤0.01% | 6142 |
|
|
2022
Q3 | $0 | Hold |
19
| – | – | ﹤0.01% | 6818 |
|
|
2022
Q2 | $0 | Sell |
19
-248
| -93% | – | ﹤0.01% | 6971 |
|
|
2022
Q1 | $7K | Hold |
267
| – | – | ﹤0.01% | 6036 |
|
|
2021
Q4 | $10K | Sell |
267
-7,700
| -97% | -$288K | ﹤0.01% | 6002 |
|
|
2021
Q3 | $310K | Sell |
7,967
-219
| -3% | -$8.52K | ﹤0.01% | 4634 |
|
|
2021
Q2 | $470K | Sell |
8,186
-14,521
| -64% | -$834K | ﹤0.01% | 4380 |
|
|
2021
Q1 | $1.58M | Sell |
22,707
-2,548
| -10% | -$177K | ﹤0.01% | 3672 |
|
|
2020
Q4 | $2.49M | Sell |
25,255
-156
| -0.6% | -$15.4K | ﹤0.01% | 3291 |
|
|
2020
Q3 | $1.92M | Buy |
25,411
+12,684
| +100% | +$960K | ﹤0.01% | 3290 |
|
|
2020
Q2 | $440K | Buy |
12,727
+4,986
| +64% | +$172K | ﹤0.01% | 4296 |
|
|
2020
Q1 | $287K | Buy |
7,741
+41
| +0.5% | +$1.52K | ﹤0.01% | 4299 |
|
|
2019
Q4 | $258K | Buy |
+7,700
| New | +$258K | ﹤0.01% | 4666 |
|
|
2018
Q4 | – | Sell |
-40
| Closed | – | – | 5979 |
|
|
2018
Q3 | $0 | Sell |
40
-5,877
| -99% | – | ﹤0.01% | 6001 |
|
|
2018
Q2 | $65K | Hold |
5,917
| – | – | ﹤0.01% | 5271 |
|
|
2018
Q1 | $50K | Hold |
5,917
| – | – | ﹤0.01% | 5275 |
|
|
2017
Q4 | $52K | Hold |
5,917
| – | – | ﹤0.01% | 5258 |
|
|
2017
Q3 | $66K | Hold |
5,917
| – | – | ﹤0.01% | 5123 |
|
|
2017
Q2 | $76K | Buy |
5,917
+3,700
| +167% | +$47.5K | ﹤0.01% | 5031 |
|
|
2017
Q1 | $44K | Hold |
2,217
| – | – | ﹤0.01% | 5187 |
|
|
2016
Q4 | $48K | Sell |
2,217
-212
| -9% | -$4.59K | ﹤0.01% | 5117 |
|
|
2016
Q3 | $32K | Buy |
2,429
+46
| +2% | +$606 | ﹤0.01% | 5190 |
|
|
2016
Q2 | $28K | Hold |
2,383
| – | – | ﹤0.01% | 5143 |
|
|
2016
Q1 | $33K | Hold |
2,383
| – | – | ﹤0.01% | 5159 |
|
|
2015
Q4 | $52K | Buy |
2,383
+781
| +49% | +$17K | ﹤0.01% | 5053 |
|
|
2015
Q3 | $29K | Buy |
1,602
+1,436
| +865% | +$26K | ﹤0.01% | 5195 |
|
|
2015
Q2 | $4K | Buy |
+166
| New | +$4K | ﹤0.01% | 5779 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$1K | – | 6028 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 5845 |
|
|
2014
Q2 | $1K | Sell |
20
-1,123
| -98% | -$56.2K | ﹤0.01% | 5782 |
|
|
2014
Q1 | $83K | Buy |
+1,143
| New | +$83K | ﹤0.01% | 4639 |
|