JFS Wealth Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,004
| Closed | -$10K | – | 2028 |
|
|
2024
Q2 | $10K | Sell |
1,004
-212
| -17% | -$2.36K | ﹤0.01% | 797 |
|
|
2024
Q1 | $14.3K | Buy |
1,216
+1
| +0.1% | +$12 | ﹤0.01% | 704 |
|
|
2023
Q4 | $13.9K | Buy |
1,215
+42
| +4% | +$493 | ﹤0.01% | 683 |
|
|
2023
Q3 | $13.5K | Sell |
1,173
-3
| -0.3% | -$34 | ﹤0.01% | 631 |
|
|
2023
Q2 | $13.7K | Sell |
1,176
-95
| -7% | -$1.15K | ﹤0.01% | 628 |
|
|
2023
Q1 | $15.2K | Buy |
1,271
+110
| +9% | +$1.21K | ﹤0.01% | 593 |
|
|
2022
Q4 | $11.5K | Buy |
1,161
+369
| +47% | +$3.56K | ﹤0.01% | 659 |
|
|
2022
Q3 | $7K | Sell |
792
-1,205
| -60% | -$12.3K | ﹤0.01% | 887 |
|
|
2022
Q2 | $24K | Buy |
1,997
+163
| +9% | +$1.95K | ﹤0.01% | 553 |
|
|
2022
Q1 | $22K | Sell |
1,834
-299
| -14% | -$3.49K | ﹤0.01% | 585 |
|
|
2021
Q4 | $23K | Buy |
2,133
+350
| +20% | +$3.79K | ﹤0.01% | 543 |
|
|
2021
Q3 | $19K | Hold |
1,783
| – | – | ﹤0.01% | 553 |
|
|
2021
Q2 | $20K | Buy |
1,783
+301
| +20% | +$3.76K | ﹤0.01% | 372 |
|
|
2021
Q1 | $18K | Buy |
1,482
+258
| +21% | +$3.11K | ﹤0.01% | 354 |
|
|
2020
Q4 | $15K | Buy |
1,224
+22
| +2% | +$257 | ﹤0.01% | 373 |
|
|
2020
Q3 | $12K | Hold |
1,202
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $14K | Hold |
1,202
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $15K | Sell |
1,202
-15
| -1% | -$204 | ﹤0.01% | 300 |
|
|
2019
Q4 | $18K | Hold |
1,217
| – | – | ﹤0.01% | 321 |
|
|
2019
Q3 | $19K | Hold |
1,217
| – | – | ﹤0.01% | 310 |
|
|
2019
Q2 | $19K | Sell |
1,217
-139
| -10% | -$2.19K | ﹤0.01% | 313 |
|
|
2019
Q1 | $22K | Hold |
1,356
| – | – | 0.01% | 291 |
|
|
2018
Q4 | $22K | Hold |
1,356
| – | – | 0.01% | 282 |
|
|
2018
Q3 | $22K | Hold |
1,356
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $23K | Sell |
1,356
-243
| -15% | -$4.23K | 0.01% | 301 |
|
|
2018
Q1 | $27K | Buy |
1,599
+125
| +8% | +$2.17K | 0.01% | 292 |
|
|
2017
Q4 | $26K | Buy |
1,474
+243
| +20% | +$4.06K | 0.01% | 301 |
|
|
2017
Q3 | $20K | Hold |
1,231
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $20K | Sell |
1,231
-16
| -1% | -$260 | 0.01% | 302 |
|
|
2017
Q1 | $19K | Hold |
1,247
| – | – | 0.01% | 312 |
|
|
2016
Q4 | $19K | Sell |
1,247
-34
| -3% | -$508 | 0.01% | 312 |
|
|
2016
Q3 | $20K | Buy |
1,281
+171
| +15% | +$2.63K | 0.01% | 325 |
|
|
2016
Q2 | $18K | Buy |
1,110
+171
| +18% | +$2.85K | 0.01% | 341 |
|
|
2016
Q1 | $16K | Sell |
939
-143
| -13% | -$2.47K | ﹤0.01% | 352 |
|
|
2015
Q4 | $18K | Hold |
1,082
| – | – | 0.01% | 335 |
|
|
2015
Q3 | $16K | Buy |
1,082
+440
| +69% | +$7K | 0.01% | 294 |
|
|
2015
Q2 | $10K | Hold |
642
| – | – | 0.01% | 365 |
|
|
2015
Q1 | $10K | Hold |
642
| – | – | ﹤0.01% | 363 |
|
|
2014
Q4 | $11K | Hold |
642
| – | – | ﹤0.01% | 365 |
|
|
2014
Q3 | $9K | Hold |
642
| – | – | ﹤0.01% | 346 |
|
|
2014
Q2 | $10K | Buy |
+642
| New | +$10.3K | ﹤0.01% | 334 |
|
Other funds holding ORAN
FDCDDQ
BIP
MAP
TIM
JFS Wealth Advisors's ORAN Position: Q3 2024 in Review
JFS Wealth Advisors sold out of Orange (ORAN) in Q3 2024, closing a stake of 1,004 shares — an estimated $10K sold.
JFS Wealth Advisors first reported a position in ORAN in Q2 2014 and held it in 41 quarters. The position peaked at $27K in Q1 2018. 204 funds tracked by Wall St. Rank hold ORAN as of Q3 2024.
- JFS Wealth Advisors reported no remaining Orange position as of Q3 2024 after selling out during the quarter.
- JFS Wealth Advisors sold 1,004 Orange shares in Q3 2024, an estimated $10K.
- JFS Wealth Advisors first reported a position in Orange in Q2 2014 and held it in 41 quarters.
- JFS Wealth Advisors's Orange position peaked at $27K in Q1 2018.
- 204 funds tracked by Wall St. Rank held Orange as of Q3 2024.
Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.