Creative Planning’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-98,569
| Closed | -$1.13M | – | 3679 |
|
|
2024
Q3 | $1.13M | Buy |
98,569
+19,492
| +25% | +$224K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $790K | Buy |
79,077
+16,113
| +26% | +$161K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $741K | Buy |
62,964
+3,192
| +5% | +$37.6K | ﹤0.01% | 1552 |
|
|
2023
Q4 | $683K | Buy |
59,772
+14,548
| +32% | +$166K | ﹤0.01% | 1480 |
|
|
2023
Q3 | $520K | Sell |
45,224
-12,055
| -21% | -$139K | ﹤0.01% | 1544 |
|
|
2023
Q2 | $667K | Buy |
57,279
+26,542
| +86% | +$309K | ﹤0.01% | 1374 |
|
|
2023
Q1 | $367K | Buy |
30,737
+11,485
| +60% | +$137K | ﹤0.01% | 1662 |
|
|
2022
Q4 | $190K | Buy |
19,252
+1,960
| +11% | +$19.4K | ﹤0.01% | 2024 |
|
|
2022
Q3 | $155K | Buy |
+17,292
| New | +$155K | ﹤0.01% | 1952 |
|
|
2021
Q2 | – | Sell |
-11,669
| Closed | -$144K | – | 2372 |
|
|
2021
Q1 | $144K | Buy |
11,669
+1,051
| +10% | +$13K | ﹤0.01% | 2132 |
|
|
2020
Q4 | $126K | Buy |
+10,618
| New | +$126K | ﹤0.01% | 1943 |
|
|
2017
Q3 | – | Sell |
-6,348
| Closed | -$101K | – | 3724 |
|
|
2017
Q2 | $101K | Sell |
6,348
-157
| -2% | -$2.5K | ﹤0.01% | 1978 |
|
|
2017
Q1 | $101K | Buy |
6,505
+564
| +9% | +$8.76K | ﹤0.01% | 1945 |
|
|
2016
Q4 | $90K | Buy |
5,941
+355
| +6% | +$5.38K | ﹤0.01% | 1927 |
|
|
2016
Q3 | $87K | Sell |
5,586
-14,082
| -72% | -$219K | ﹤0.01% | 1938 |
|
|
2016
Q2 | $323K | Buy |
19,668
+7,782
| +65% | +$128K | ﹤0.01% | 996 |
|
|
2016
Q1 | $207K | Sell |
11,886
-4,862
| -29% | -$84.7K | ﹤0.01% | 1193 |
|
|
2015
Q4 | $279K | Sell |
16,748
-4,520
| -21% | -$75.3K | ﹤0.01% | 1021 |
|
|
2015
Q3 | $322K | Sell |
21,268
-493
| -2% | -$7.46K | ﹤0.01% | 930 |
|
|
2015
Q2 | $334K | Buy |
21,761
+718
| +3% | +$11K | ﹤0.01% | 769 |
|
|
2015
Q1 | $337K | Buy |
21,043
+8,138
| +63% | +$130K | ﹤0.01% | 931 |
|
|
2014
Q4 | $218K | Sell |
12,905
-4,450
| -26% | -$75.2K | ﹤0.01% | 1089 |
|
|
2014
Q3 | $256K | Buy |
17,355
+6,374
| +58% | +$94K | ﹤0.01% | 942 |
|
|
2014
Q2 | $174K | Sell |
10,981
-1,714
| -14% | -$27.2K | ﹤0.01% | 1100 |
|
|
2014
Q1 | $186K | Buy |
12,695
+4,302
| +51% | +$63K | ﹤0.01% | 1032 |
|
|
2013
Q4 | $104K | Buy |
8,393
+1,873
| +29% | +$23.2K | ﹤0.01% | 1177 |
|
|
2013
Q3 | $82K | Buy |
+6,520
| New | +$82K | ﹤0.01% | 1236 |
|