Mount Yale Investment Advisors’s Orange ORAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,101
| Closed | -$227K | – | 581 |
|
|
2024
Q4 | $227K | Sell |
23,101
-10,476
| -31% | -$103K | 0.02% | 506 |
|
|
2024
Q3 | $385K | Sell |
33,577
-3,102
| -8% | -$35.6K | 0.04% | 378 |
|
|
2024
Q2 | $366K | Sell |
36,679
-92
| -0.3% | -$919 | 0.03% | 396 |
|
|
2024
Q1 | $433K | Buy |
36,771
+2,856
| +8% | +$33.6K | 0.03% | 384 |
|
|
2023
Q4 | $388K | Buy |
33,915
+1,553
| +5% | +$17.8K | 0.04% | 367 |
|
|
2023
Q3 | $372K | Buy |
32,362
+1,465
| +5% | +$16.8K | 0.04% | 357 |
|
|
2023
Q2 | $360K | Buy |
30,897
+2,404
| +8% | +$28K | 0.04% | 358 |
|
|
2023
Q1 | $340K | Buy |
28,493
+12,608
| +79% | +$150K | 0.04% | 354 |
|
|
2022
Q4 | $157K | Sell |
15,885
-9,804
| -38% | -$96.9K | 0.02% | 440 |
|
|
2022
Q3 | $231K | Buy |
25,689
+3,648
| +17% | +$32.8K | 0.03% | 394 |
|
|
2022
Q2 | $259K | Buy |
+22,041
| New | +$259K | 0.03% | 386 |
|
|
2018
Q4 | – | Sell |
-5,072
| Closed | -$84K | – | 812 |
|
|
2018
Q3 | $84K | Buy |
5,072
+1,773
| +54% | +$29.4K | 0.01% | 495 |
|
|
2018
Q2 | $55K | Buy |
3,299
+946
| +40% | +$15.8K | 0.01% | 606 |
|
|
2018
Q1 | $40K | Buy |
+2,353
| New | +$40K | 0.01% | 663 |
|