Sonoma Private Wealth’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 |
-12,113
| Closed | -$139K | – | 96 |
|
2024
Q3 | $139K | Sell |
12,113
-2,287
| -16% | -$26.3K | 0.22% | 89 |
|
2024
Q2 | $144K | Sell |
14,400
-401
| -3% | -$4.01K | 0.23% | 86 |
|
2024
Q1 | $174K | Sell |
14,801
-1,946
| -12% | -$22.9K | 0.28% | 86 |
|
2023
Q4 | $191K | Buy |
16,747
+1,653
| +11% | +$18.9K | 0.32% | 79 |
|
2023
Q3 | $173K | Sell |
15,094
-1,990
| -12% | -$22.9K | 0.32% | 73 |
|
2023
Q2 | $199K | Sell |
17,084
-144
| -0.8% | -$1.68K | 0.35% | 77 |
|
2023
Q1 | $206K | Sell |
17,228
-16,967
| -50% | -$202K | 0.41% | 68 |
|
2022
Q4 | $338K | Buy |
+34,195
| New | +$338K | 0.75% | 46 |
|