Zurich Cantonal Bank’s Orion OEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Hold |
20,499
| – | – | ﹤0.01% | 2099 |
|
|
2025
Q1 | $265K | Buy |
20,499
+3,863
| +23% | +$49.9K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $263K | Buy |
16,636
+2,011
| +14% | +$31.8K | ﹤0.01% | 2024 |
|
|
2024
Q3 | $260K | Hold |
14,625
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q2 | $321K | Hold |
14,625
| – | – | ﹤0.01% | 1786 |
|
|
2024
Q1 | $344K | Hold |
14,625
| – | – | ﹤0.01% | 1717 |
|
|
2023
Q4 | $406K | Buy |
14,625
+3,213
| +28% | +$89.1K | ﹤0.01% | 1644 |
|
|
2023
Q3 | $243K | Hold |
11,412
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q2 | $242K | Buy |
11,412
+1,438
| +14% | +$30.5K | ﹤0.01% | 1797 |
|
|
2023
Q1 | $260K | Hold |
9,974
| – | – | ﹤0.01% | 1712 |
|
|
2022
Q4 | $178K | Buy |
9,974
+1,405
| +16% | +$25K | ﹤0.01% | 1886 |
|
|
2022
Q3 | $114K | Hold |
8,569
| – | – | ﹤0.01% | 2112 |
|
|
2022
Q2 | $133K | Hold |
8,569
| – | – | ﹤0.01% | 2043 |
|
|
2022
Q1 | $137K | Hold |
8,569
| – | – | ﹤0.01% | 2128 |
|
|
2021
Q4 | $157K | Hold |
8,569
| – | – | ﹤0.01% | 2237 |
|
|
2021
Q3 | $156K | Hold |
8,569
| – | – | ﹤0.01% | 2080 |
|
|
2021
Q2 | $163K | Hold |
8,569
| – | – | ﹤0.01% | 1943 |
|
|
2021
Q1 | $169K | Hold |
8,569
| – | – | ﹤0.01% | 1879 |
|
|
2020
Q4 | $147K | Hold |
8,569
| – | – | ﹤0.01% | 2025 |
|
|
2020
Q3 | $107K | Hold |
8,569
| – | – | ﹤0.01% | 1954 |
|
|
2020
Q2 | $91K | Buy |
+8,569
| New | +$91K | ﹤0.01% | 1988 |
|