Allworth Financial’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
614
| – | – | ﹤0.01% | 2728 |
|
|
2025
Q1 | $12.5K | Sell |
614
-96
| -14% | -$1.95K | ﹤0.01% | 2321 |
|
|
2024
Q4 | $15K | Buy |
710
+115
| +19% | +$2.44K | ﹤0.01% | 2266 |
|
|
2024
Q3 | $13.8K | Sell |
595
-65
| -10% | -$1.51K | ﹤0.01% | 2113 |
|
|
2024
Q2 | $15.4K | Buy |
660
+465
| +238% | +$10.9K | ﹤0.01% | 2035 |
|
|
2024
Q1 | $4.3K | Sell |
195
-5
| -3% | -$110 | ﹤0.01% | 2467 |
|
|
2023
Q4 | $3.74K | Buy |
200
+90
| +82% | +$1.68K | ﹤0.01% | 2392 |
|
|
2023
Q3 | $2.07K | Buy |
+110
| New | +$2.07K | ﹤0.01% | 2529 |
|
|
2022
Q4 | – | Sell |
-185
| Closed | -$3K | – | 3101 |
|
|
2022
Q3 | $3K | Sell |
185
-110
| -37% | -$1.78K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $5K | Buy |
+295
| New | +$5K | ﹤0.01% | 1757 |
|
|
2018
Q3 | – | Sell |
-115
| Closed | -$2K | – | 941 |
|
|
2018
Q2 | $2K | Buy |
+115
| New | +$2K | ﹤0.01% | 803 |
|