Advisors Asset Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $995K | Buy |
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|
2025
Q1 | $824K | Buy |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $186K | Buy |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $134K | Sell |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $259K | Sell |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q3 | $186K | Sell |
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|
2020
Q2 | $186K | Sell |
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|
2020
Q1 | $192K | Buy |
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|
2019
Q4 | $196K | Buy |
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|
2019
Q3 | $170K | Sell |
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|
2019
Q2 | $169K | Buy |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $86K | Buy |
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|
2018
Q3 | $60K | Buy |
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|
2018
Q2 | $42K | Buy |
|