CCM
CloudAlpha Capital Management’s Applied Optoelectronics AAOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.2M | Buy |
1,408,983
+1,133,115
| +411% | +$29.1M | 1.88% | 9 |
|
|
2025
Q1 | $4.23M | Sell |
275,868
-87,096
| -24% | -$1.34M | 0.34% | 24 |
|
|
2024
Q4 | $13.4M | Buy |
+362,964
| New | +$13.4M | 0.96% | 11 |
|
|
2024
Q2 | – | Sell |
-831,200
| Closed | -$11.5M | – | 22 |
|
|
2024
Q1 | $11.5M | Buy |
831,200
+194,000
| +30% | +$2.69M | 1.37% | 14 |
|
|
2023
Q4 | $12.3M | Buy |
637,200
+504,610
| +381% | +$9.75M | 1.14% | 14 |
|
|
2023
Q3 | $1.45M | Buy |
132,590
+71,590
| +117% | +$785K | 0.08% | 23 |
|
|
2023
Q2 | $364K | Buy |
+61,000
| New | +$364K | 0.03% | 29 |
|