Steward Partners Investment Advisory’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 |
-27,212
| Closed | -$271K | – | 4189 |
|
|
2024
Q4 | $271K | Buy |
27,212
+152
| +0.6% | +$1.52K | ﹤0.01% | 1460 |
|
|
2024
Q3 | $311K | Buy |
27,060
+452
| +2% | +$5.19K | ﹤0.01% | 1317 |
|
|
2024
Q2 | $266K | Sell |
26,608
-86
| -0.3% | -$859 | ﹤0.01% | 1321 |
|
|
2024
Q1 | $314K | Sell |
26,694
-194
| -0.7% | -$2.28K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $307K | Sell |
26,888
-162
| -0.6% | -$1.85K | ﹤0.01% | 1208 |
|
|
2023
Q3 | $311K | Sell |
27,050
-192
| -0.7% | -$2.21K | ﹤0.01% | 1110 |
|
|
2023
Q2 | $317K | Sell |
27,242
-931
| -3% | -$10.8K | ﹤0.01% | 1094 |
|
|
2023
Q1 | $336K | Buy |
28,173
+140
| +0.5% | +$1.67K | 0.01% | 1069 |
|
|
2022
Q4 | $277K | Hold |
28,033
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q3 | $252K | Sell |
28,033
-41
| -0.1% | -$369 | ﹤0.01% | 1106 |
|
|
2022
Q2 | $330K | Hold |
28,074
| – | – | 0.01% | 996 |
|
|
2022
Q1 | $332K | Sell |
28,074
-1,000
| -3% | -$11.8K | 0.01% | 1082 |
|
|
2021
Q4 | $307K | Buy |
29,074
+650
| +2% | +$6.86K | ﹤0.01% | 1128 |
|
|
2021
Q3 | $308K | Buy |
28,424
+1,400
| +5% | +$15.2K | 0.01% | 1102 |
|
|
2021
Q2 | $309K | Sell |
27,024
-1,770
| -6% | -$20.2K | 0.01% | 1171 |
|
|
2021
Q1 | $355K | Buy |
28,794
+1,551
| +6% | +$19.1K | 0.01% | 1027 |
|
|
2020
Q4 | $323K | Sell |
27,243
-1,938
| -7% | -$23K | 0.01% | 894 |
|
|
2020
Q3 | $303K | Sell |
29,181
-426
| -1% | -$4.42K | 0.01% | 812 |
|
|
2020
Q2 | $352K | Sell |
29,607
-334
| -1% | -$3.97K | 0.01% | 719 |
|
|
2020
Q1 | $361K | Sell |
29,941
-625
| -2% | -$7.54K | 0.01% | 639 |
|
|
2019
Q4 | $445K | Sell |
30,566
-1,420
| -4% | -$20.7K | 0.01% | 653 |
|
|
2019
Q3 | $498K | Buy |
31,986
+325
| +1% | +$5.06K | 0.02% | 584 |
|
|
2019
Q2 | $497K | Buy |
31,661
+1,325
| +4% | +$20.8K | 0.02% | 565 |
|
|
2019
Q1 | $494K | Buy |
30,336
+1,857
| +7% | +$30.2K | 0.02% | 522 |
|
|
2018
Q4 | $461K | Buy |
28,479
+1,913
| +7% | +$31K | 0.02% | 503 |
|
|
2018
Q3 | $422K | Buy |
26,566
+2,595
| +11% | +$41.2K | 0.02% | 551 |
|
|
2018
Q2 | $400K | Buy |
23,971
+5,124
| +27% | +$85.5K | 0.02% | 511 |
|
|
2018
Q1 | $321K | Buy |
18,847
+8,749
| +87% | +$149K | 0.02% | 512 |
|
|
2017
Q4 | $175K | Buy |
10,098
+5,036
| +99% | +$87.3K | 0.01% | 540 |
|
|
2017
Q3 | $83K | Buy |
5,062
+3,950
| +355% | +$64.8K | 0.01% | 580 |
|
|
2017
Q2 | $17K | Hold |
1,112
| – | – | ﹤0.01% | 919 |
|
|
2017
Q1 | $17K | Hold |
1,112
| – | – | ﹤0.01% | 807 |
|
|
2016
Q4 | $16K | Buy |
+1,112
| New | +$16K | 0.01% | 480 |
|