Loring Wolcott & Coolidge Fiduciary Advisors’s Ormat Technologies ORA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,075
| Closed | -$86.5K | – | 640 |
|
|
2023
Q2 | $86.5K | Hold |
1,075
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $91.1K | Hold |
1,075
| – | – | ﹤0.01% | 351 |
|
|
2022
Q4 | $93K | Hold |
1,075
| – | – | ﹤0.01% | 354 |
|
|
2022
Q3 | $93K | Hold |
1,075
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $84K | Hold |
1,075
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $88K | Hold |
1,075
| – | – | ﹤0.01% | 393 |
|
|
2021
Q4 | $85K | Hold |
1,075
| – | – | ﹤0.01% | 411 |
|
|
2021
Q3 | $72K | Hold |
1,075
| – | – | ﹤0.01% | 422 |
|
|
2021
Q2 | $75K | Buy |
+1,075
| New | +$76.5K | ﹤0.01% | 435 |
|
|
2021
Q1 | – | Sell |
-1,075
| Closed | -$97K | – | 576 |
|
|
2020
Q4 | $97K | Hold |
1,075
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $64K | Hold |
1,075
| – | – | ﹤0.01% | 372 |
|
|
2020
Q2 | $68K | Hold |
1,075
| – | – | ﹤0.01% | 351 |
|
|
2020
Q1 | $73K | Hold |
1,075
| – | – | ﹤0.01% | 329 |
|
|
2019
Q4 | $80K | Hold |
1,075
| – | – | ﹤0.01% | 373 |
|
|
2019
Q3 | $80K | Hold |
1,075
| – | – | ﹤0.01% | 365 |
|
|
2019
Q2 | $68K | Hold |
1,075
| – | – | ﹤0.01% | 372 |
|
|
2019
Q1 | $59K | Hold |
1,075
| – | – | ﹤0.01% | 385 |
|
|
2018
Q4 | $56K | Hold |
1,075
| – | – | ﹤0.01% | 396 |
|
|
2018
Q3 | $58K | Hold |
1,075
| – | – | ﹤0.01% | 411 |
|
|
2018
Q2 | $57K | Hold |
1,075
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $61K | Hold |
1,075
| – | – | ﹤0.01% | 422 |
|
|
2017
Q4 | $69K | Hold |
1,075
| – | – | ﹤0.01% | 402 |
|
|
2017
Q3 | $66K | Hold |
1,075
| – | – | ﹤0.01% | 401 |
|
|
2017
Q2 | $64K | Hold |
1,075
| – | – | ﹤0.01% | 397 |
|
|
2017
Q1 | $61K | Hold |
1,075
| – | – | ﹤0.01% | 395 |
|
|
2016
Q4 | $58K | Hold |
1,075
| – | – | ﹤0.01% | 379 |
|
|
2016
Q3 | $52K | Hold |
1,075
| – | – | ﹤0.01% | 392 |
|
|
2016
Q2 | $47K | Hold |
1,075
| – | – | ﹤0.01% | 401 |
|
|
2016
Q1 | $44K | Hold |
1,075
| – | – | ﹤0.01% | 407 |
|
|
2015
Q4 | $39K | Hold |
1,075
| – | – | ﹤0.01% | 451 |
|
|
2015
Q3 | $41K | Hold |
1,075
| – | – | ﹤0.01% | 436 |
|
|
2015
Q2 | $41K | Hold |
1,075
| – | – | ﹤0.01% | 436 |
|
|
2015
Q1 | $41K | Hold |
1,075
| – | – | ﹤0.01% | 453 |
|
|
2014
Q4 | $29K | Hold |
1,075
| – | – | ﹤0.01% | 479 |
|
|
2014
Q3 | $28K | Hold |
1,075
| – | – | ﹤0.01% | 462 |
|
|
2014
Q2 | $31K | Hold |
1,075
| – | – | ﹤0.01% | 480 |
|
|
2014
Q1 | $32K | Hold |
1,075
| – | – | ﹤0.01% | 452 |
|
|
2013
Q4 | $29K | Buy |
1,075
+575
| +115% | +$15.2K | ﹤0.01% | 440 |
|
|
2013
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 473 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$11.1K | ﹤0.01% | 520 |
|
Other funds holding ORA
OC
CI
GACM
Loring Wolcott & Coolidge Fiduciary Advisors's ORA Position: Q3 2023 in Review
Loring Wolcott & Coolidge Fiduciary Advisors sold out of Ormat Technologies (ORA) in Q3 2023, closing a stake of 1,075 shares — an estimated $86.5K sold.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ORA in Q2 2013 and held it in 40 quarters. The position peaked at $97K in Q4 2020. 283 funds tracked by Wall St. Rank hold ORA as of Q3 2023.
- Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Ormat Technologies position as of Q3 2023 after selling out during the quarter.
- Loring Wolcott & Coolidge Fiduciary Advisors sold 1,075 Ormat Technologies shares in Q3 2023, an estimated $86.5K.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ormat Technologies in Q2 2013 and held it in 40 quarters.
- Loring Wolcott & Coolidge Fiduciary Advisors's Ormat Technologies position peaked at $97K in Q4 2020.
- 283 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2023.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.