Geneos Wealth Management’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 |
-1,456
| Closed | -$16.7K | – | 2985 |
|
|
2024
Q3 | $16.7K | Buy |
1,456
+119
| +9% | +$1.37K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $13.4K | Hold |
1,337
| – | – | ﹤0.01% | 1469 |
|
|
2024
Q1 | $15.7K | Hold |
1,337
| – | – | ﹤0.01% | 1434 |
|
|
2023
Q4 | $15.3K | Hold |
1,337
| – | – | ﹤0.01% | 1438 |
|
|
2023
Q3 | $15.4K | Hold |
1,337
| – | – | ﹤0.01% | 1455 |
|
|
2023
Q2 | $15.6K | Hold |
1,337
| – | – | ﹤0.01% | 1451 |
|
|
2023
Q1 | $16K | Hold |
1,337
| – | – | ﹤0.01% | 1414 |
|
|
2022
Q4 | $13.2K | Hold |
1,337
| – | – | ﹤0.01% | 1456 |
|
|
2022
Q3 | $12K | Hold |
1,337
| – | – | ﹤0.01% | 1481 |
|
|
2022
Q2 | $15K | Hold |
1,337
| – | – | ﹤0.01% | 1825 |
|
|
2022
Q1 | $15K | Hold |
1,337
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q4 | $14K | Hold |
1,337
| – | – | ﹤0.01% | 2059 |
|
|
2021
Q3 | $14K | Hold |
1,337
| – | – | ﹤0.01% | 2098 |
|
|
2021
Q2 | $15K | Hold |
1,337
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q1 | $16K | Hold |
1,337
| – | – | ﹤0.01% | 2190 |
|
|
2020
Q4 | $16K | Buy |
1,337
+800
| +149% | +$9.57K | ﹤0.01% | 2043 |
|
|
2020
Q3 | $5K | Hold |
537
| – | – | ﹤0.01% | 2209 |
|
|
2020
Q2 | $6K | Hold |
537
| – | – | ﹤0.01% | 2112 |
|
|
2020
Q1 | $6K | Sell |
537
-67
| -11% | -$749 | ﹤0.01% | 2006 |
|
|
2019
Q4 | $8K | Hold |
604
| – | – | ﹤0.01% | 2076 |
|
|
2019
Q3 | $9K | Hold |
604
| – | – | ﹤0.01% | 1943 |
|
|
2019
Q2 | $9K | Buy |
604
+61
| +11% | +$909 | ﹤0.01% | 1955 |
|
|
2019
Q1 | $8K | Buy |
543
+213
| +65% | +$3.14K | ﹤0.01% | 1924 |
|
|
2018
Q4 | $5K | Sell |
330
-996
| -75% | -$15.1K | ﹤0.01% | 2008 |
|
|
2018
Q3 | $21K | Hold |
1,326
| – | – | ﹤0.01% | 1558 |
|
|
2018
Q2 | $22K | Hold |
1,326
| – | – | ﹤0.01% | 1412 |
|
|
2018
Q1 | $22K | Hold |
1,326
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q4 | $23K | Hold |
1,326
| – | – | ﹤0.01% | 1335 |
|
|
2017
Q3 | $21K | Sell |
1,326
-700
| -35% | -$11.1K | ﹤0.01% | 1310 |
|
|
2017
Q2 | $32K | Buy |
2,026
+316
| +18% | +$4.99K | ﹤0.01% | 1105 |
|
|
2017
Q1 | $26K | Sell |
1,710
-785
| -31% | -$11.9K | ﹤0.01% | 1150 |
|
|
2016
Q4 | $37K | Buy |
2,495
+1,450
| +139% | +$21.5K | ﹤0.01% | 949 |
|
|
2016
Q3 | $16K | Hold |
1,045
| – | – | ﹤0.01% | 1221 |
|
|
2016
Q2 | $16K | Buy |
1,045
+100
| +11% | +$1.53K | ﹤0.01% | 1193 |
|
|
2016
Q1 | $15K | Buy |
+945
| New | +$15K | ﹤0.01% | 1179 |
|