Addison Advisors’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6K | Buy |
1,537
+1,272
| +480% | +$28.6K | 0.01% | 448 |
|
|
2025
Q1 | $5.54K | Hold |
265
| – | – | ﹤0.01% | 655 |
|
|
2024
Q4 | $5.63K | Sell |
265
-1,230
| -82% | -$26.1K | ﹤0.01% | 652 |
|
|
2024
Q3 | $34.7K | Buy |
1,495
+200
| +15% | +$4.64K | 0.01% | 438 |
|
|
2024
Q2 | $28.8K | Buy |
+1,295
| New | +$28.8K | 0.01% | 435 |
|
|
2023
Q2 | – | Sell |
-55
| Closed | -$903 | – | 645 |
|
|
2023
Q1 | $903 | Hold |
55
| – | – | ﹤0.01% | 583 |
|
|
2022
Q4 | $886 | Hold |
55
| – | – | ﹤0.01% | 630 |
|
|
2022
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 626 |
|
|
2022
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 617 |
|
|
2022
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 643 |
|
|
2021
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 595 |
|
|
2021
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 415 |
|
|
2021
Q2 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 388 |
|
|
2020
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 371 |
|